Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2030 R6 PLZTX
- NAV / 1-Day Return 13.19 / +0.46 %
- Total Assets 906.0 Mil
-
Adj. Expense Ratio
- 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 2.55%
- 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 PLZTX
Will PLZTX 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 98.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 30.98 | 269.8 Mil | — |
Principal Bond Market Index Instl | 29.94 | 260.8 Mil | — |
Principal Diversified International R6 | 14.65 | 127.6 Mil | — |
Principal MidCap S&P 400 Index R6 | 7.71 | 67.1 Mil | — |
Principal High Income Inst | 4.73 | 41.2 Mil | — |
Principal SmallCap S&P 600 Index R6 | 2.44 | 21.2 Mil | — |
Principal Short-Term Income Inst | 2.23 | 19.5 Mil | — |
Principal Real Estate Securities Fd R6 | 2.19 | 19.1 Mil | — |
Principal Inflation Protection Inst | 2.13 | 18.6 Mil | — |
Principal Origin Emerging Markets R6 | 1.57 | 13.7 Mil | — |