Principal LifeTime Hybrid series features experienced managers, but the efficacy of its recently revamped supporting cast remains unclear. All shares of this target-date series retain Morningstar Analyst Ratings of Neutral.
Principal LifeTime Hybrid Income Instl PHTFX
NAV / 1-Day Return
10.26
/
0.59
%
Total Assets
96.9 Mil
Adj. Expense Ratio
0.370%
Expense Ratio
0.370%
Fee Level
Average
Longest Manager Tenure
7.87
years
Category
Target-Date Retirement
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
2.61%
Turnover
21%
Morningstar’s Fund Analysis PHTFX
Will PHTFX 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 PHTFX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PHTFX 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 PHTFX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A sensible approach to target-date investing that could benefit from more rigor.
