Morningstar

Principal LifeTime Hybrid 2030 R6 PLZTX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 13.73  /  +0.29 %
  • Total Assets 993.6 Mil
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.330%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.42%
  • 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 PLZTX

Will PLZTX 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 PLZTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PLZTX 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 PLZTX’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

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Portfolio Holdings PLZTX

More PLZTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Large Cap S&P 500 Index Inst

34.22 330.6 Mil
—

Principal Bond Market Index Instl

31.13 300.8 Mil
—

Principal Diversified International R6

14.22 137.4 Mil
—

Principal High Income Inst

4.43 42.8 Mil
—

Principal MidCap S&P 400 Index R6

3.40 32.8 Mil
—

Principal SmallCap S&P 600 Index R6

2.56 24.7 Mil
—

Principal Short-Term Income Inst

2.51 24.2 Mil
—

Principal Real Estate Securities Fd R6

2.40 23.2 Mil
—

Principal Inflation Protection Inst

1.72 16.6 Mil
—

Principal International Small Company R6

1.41 13.6 Mil
—

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