Principal LifeTime series features experienced managers, but the efficacy of their recently revamped supporting cast remains unclear. The series' Morningstar Analyst Ratings range from Neutral to Negative depending on the share class.
Principal LifeTime 2015 Institutional LTINX
NAV / 1-Day Return
8.94
/
0.68
%
Total Assets
310.3 Mil
Adj. Expense Ratio
0.550%
Expense Ratio
0.550%
Fee Level
High
Longest Manager Tenure
14.46
years
Category
Target-Date 2015
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
2.77%
Turnover
28%
Morningstar’s Fund Analysis LTINX
Will LTINX 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 LTINX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the LTINX 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 LTINX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A sensible approach that can benefit from more rigor.
