PALTX : Principal LifeTime Strategic Income Fund Class A

PALTX is a Allocation Market Target-Date with MODERATE fees.

PALTX

Principal LifeTime Strategic Income Fund Class A

FI Score

54 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

54% FI Score
  • paltx
  • Mutual Fund
  • Allocation
  • Target-Date

Principal LifeTime Strategic Income Fund Class A

Expenses: 0.38% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why ยป

Fund Summary

The investment seeks current income, and as a secondary objective, capital appreciation. The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities. Its asset allocation is designed for investors who are approximately 15 years beyond the normal retirement age of 65.

Largest Holdings

Amount Holding
26.17% Principal Core Fixed Income R6
22.01% Principal Short-Term Income Inst
16.51% Principal Bond Market Index Instl
6.80% Principal High Income Inst
5.32% Principal Blue Chip R-6
4.76% Principal Large Cap S&P 500 Index Inst
4.74% Principal Inflation Protection Inst
2.84% Principal Equity Income Inst
2.75% Principal Diversified International R-6
2.58% Principal MidCap R-6
2.46% Principal Overseas Instl
1.63% Principal Diversified Real Asset R6
0.80% Principal International Small CompanyR-6
0.61% Principal SmallCap Growth I R6
0.37% Principal SmallCap Value II R6

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