The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime 2035 Institutional LTIUX
- NAV / 1-Day Return 13.64 / +0.37 %
- Total Assets 2.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.92%
- Turnover 12%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis LTIUX
Will LTIUX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 88.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Core Fixed Income R6 | 26.79 | 537.8 Mil | — |
Principal Diversified International R6 | 12.89 | 258.8 Mil | — |
Principal Large Cap S&P 500 Index Inst | 8.32 | 167.1 Mil | — |
Principal Blue Chip R6 | 8.17 | 164.0 Mil | — |
Principal LargeCap Growth I R6 | 8.11 | 162.8 Mil | — |
Principal Equity Income Inst | 7.69 | 154.5 Mil | — |
Principal Large Cap Value III Inst | 7.64 | 153.3 Mil | — |
Principal High Income Inst | 4.05 | 81.3 Mil | — |
Principal Overseas Instl | 2.83 | 56.9 Mil | — |
Principal MidCap R6 | 2.38 | 47.9 Mil | — |