Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2025 R6 PLFTX
- NAV / 1-Day Return 13.30 / +0.23 %
- Total Assets 889.5 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.340%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.55%
- 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 PLFTX
Will PLFTX 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 98.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 30.55 | 267.6 Mil | — |
Principal Large Cap S&P 500 Index Inst | 28.80 | 252.2 Mil | — |
Principal Diversified International R6 | 11.96 | 104.8 Mil | — |
Principal Short-Term Income Inst | 8.87 | 77.7 Mil | — |
Principal High Income Inst | 4.97 | 43.5 Mil | — |
Principal Inflation Protection Inst | 4.55 | 39.8 Mil | — |
Principal MidCap S&P 400 Index R6 | 2.84 | 24.9 Mil | — |
Principal Diversified Real Asset R6 | 2.28 | 20.0 Mil | — |
Principal SmallCap S&P 600 Index R6 | 2.14 | 18.7 Mil | — |
Principal International Small Company R6 | 1.18 | 10.3 Mil | — |