Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2055 Instl PLTNX
- NAV / 1-Day Return 16.95 / −0.41 %
- Total Assets 269.7 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.420%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.57%
- Turnover 7%
USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 12:31 AM GMT+0
Morningstar’s Analysis PLTNX
Will PLTNX 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 99.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 56.13 | 147.8 Mil | — |
Principal Diversified International R6 | 23.34 | 61.5 Mil | — |
Principal MidCap S&P 400 Index R6 | 5.60 | 14.7 Mil | — |
Principal SmallCap S&P 600 Index R6 | 4.20 | 11.1 Mil | — |
Principal Bond Market Index Instl | 2.78 | 7.3 Mil | — |
Principal Real Estate Securities Fd R6 | 2.34 | 6.1 Mil | — |
Principal International Small Company R6 | 2.31 | 6.1 Mil | — |
Principal Origin Emerging Markets R6 | 2.18 | 5.7 Mil | — |
Principal High Income Inst | 0.85 | 2.2 Mil | — |
Principal Glb Emerging Markets R6 | 0.19 | 498,107 | — |