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 12.81 / +0.39 %
- Total Assets 831.9 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 2.69%
- Turnover 12%
USD | NAV as of Jul 06, 2024 | 1-Day Return as of Jul 06, 2024, 12:43 AM 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 98.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Bond Market Index Instl | 29.66 | 238.5 Mil | — |
Principal Large Cap S&P 500 Index Inst | 26.10 | 209.8 Mil | — |
Principal Diversified International R6 | 12.36 | 99.4 Mil | — |
Principal Short-Term Income Inst | 8.52 | 68.5 Mil | — |
Principal MidCap S&P 400 Index R6 | 6.49 | 52.2 Mil | — |
Principal High Income Inst | 5.24 | 42.1 Mil | — |
Principal Inflation Protection Inst | 4.75 | 38.2 Mil | — |
Principal Diversified Real Asset R6 | 2.31 | 18.6 Mil | — |
Principal SmallCap S&P 600 Index R6 | 2.03 | 16.3 Mil | — |
Principal Origin Emerging Markets R6 | 1.33 | 10.7 Mil | — |