Morningstar

Principal LifeTime Hybrid 2050 Instl PHTUX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 16.59  /  −0.42 %
  • Total Assets 434.4 Mil
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Target-Date 2050
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.57%
  • Turnover 9%

USD | NAV as of Sep 27, 2024 | 1-Day Return as of Sep 27, 2024, 12:14 AM GMT+0

Morningstar’s Analysis PHTUX

Will PHTUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHTUX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHTUX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHTUX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PHTUX

More PHTUX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Large Cap S&P 500 Index Inst

55.98 239.9 Mil
—

Principal Diversified International R6

23.26 99.6 Mil
—

Principal MidCap S&P 400 Index R6

5.52 23.6 Mil
—

Principal SmallCap S&P 600 Index R6

4.16 17.8 Mil
—

Principal Bond Market Index Instl

3.08 13.2 Mil
—

Principal Real Estate Securities Fd R6

2.33 10.0 Mil
—

Principal International Small Company R6

2.29 9.8 Mil
—

Principal Origin Emerging Markets R6

2.17 9.3 Mil
—

Principal High Income Inst

0.92 3.9 Mil
—

Principal Glb Emerging Markets R6

0.19 811,761
—

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