Morningstar

Principal LifeTime Hybrid 2055 Fund Institutional Class PLTNX

Morningstar Medalist Rating
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  • NAV / 1-Day Return —  /  —
  • Fund Size $519.5M
  • Adjusted Expense Ratio 0.360%
  • Net Expense Ratio 0.050%
  • Fee Level: Distribution Below Average
  • Share Class Type Institutional
  • Morningstar Category Target-Date 2055
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 1.76%
  • Turnover Ratio 34%

Morningstar’s Analysis PLTNX

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

  • People Pillar

    The People Pillar is our evaluation of the PLTNX 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 PLTNX’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 PLTNX

More PLTNX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Large Cap S&P 500 Index Inst

53.54 274M
—

Principal International Equity R-6

24.48 125M
—

Principal Glb Emerging Markets R6

6.80 35M
—

Principal SmallCap S&P 600 Index R6

4.69 24M
—

Principal MidCap S&P 400 Index R6

4.50 23M
—

Principal Real Estate Securities Fd R6

2.30 12M
—

Principal Bond Market Index Instl

2.18 11M
—

Principal International Small Company R6

0.77 4M
—

Principal High Yield R-6

0.73 4M
—

Principal Government Money Market R-6

0.01 50,711
—

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