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Principal LifeTime 2060 Institutional PLTZX

Analyst rating as of
NAV / 1-Day Return
16.30  /  1.37 %
Total Assets
719.3 Mil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
High
Longest Manager Tenure
9.45 years
Category
Target-Date 2060
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
3.31%
Turnover
18%

Morningstar’s Fund Analysis PLTZX

Will PLTZX 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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