Skip to Content

Principal LifeTime Hybrid 2050 Instl PHTUX

Analyst rating as of
NAV / 1-Day Return
14.37  /  1.34 %
Total Assets
228.1 Mil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Average
Longest Manager Tenure
7.87 years
Category
Target-Date 2050
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.73%
Turnover
12%

Morningstar’s Fund Analysis PHTUX

Will PHTUX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A sensible approach to target-date investing that could benefit from more rigor.

Senior Analyst

Summary

| |

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.

Unlock our full analysis with Morningstar Investor