Morningstar

Principal LifeTime Hybrid 2020 Fund Institutional Class PHTTX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $13.00  /  +0.23 %
  • Fund Size $765.0M
  • Adjusted Expense Ratio 0.340%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2020
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 3.04%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis PHTTX

Will PHTTX outperform in the 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 PHTTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHTTX 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 PHTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cost-effective retirement solution.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support Principal Lifetime, applying a reasonable and consistent process. Below-average fees for most share classes provide a consistent edge that should compound over the long term.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PHTTX

More PHTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Bond Market Index Instl

32.11 242M
—

Principal Large Cap S&P 500 Index Inst

22.57 170M
—

Principal Short-Term Income Inst

14.36 108M
—

Principal International Equity R-6

10.33 78M
—

Principal High Yield R-6

5.98 45M
—

Principal Inflation Protection Inst

5.16 39M
—

Principal Glb Emerging Markets R6

2.87 22M
—

Principal SmallCap S&P 600 Index R6

1.97 15M
—

Principal MidCap S&P 400 Index R6

1.88 14M
—

Principal Real Estate Securities Fd R6

1.76 13M
—

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