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 2065 Institutional PLJIX
NAV / 1-Day Return
13.00
/
1.33
%
Total Assets
101.2 Mil
Adj. Expense Ratio
0.740%
Expense Ratio
0.740%
Fee Level
High
Longest Manager Tenure
4.94
years
Category
Target-Date 2065+
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
3.32%
Turnover
23%
Morningstar’s Fund Analysis PLJIX
Will PLJIX 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 PLJIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the PLJIX 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 PLJIX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A sensible approach that can benefit from more rigor.
