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Principal LifeTime Strategic Inc Instl PLSIX

Analyst rating as of
NAV / 1-Day Return
11.17  /  0.63 %
Total Assets
376.2 Mil
Adj. Expense Ratio
0.510%
Expense Ratio
0.510%
Fee Level
Above Average
Longest Manager Tenure
15.21 years
Category
Target-Date Retirement
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.98%
Turnover
35%

Morningstar’s Fund Analysis PLSIX

Will PLSIX outperform in future?

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

A sensible approach that can benefit from more rigor.

Senior Analyst

Summary

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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.

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