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Principal LifeTime 2035 Instl (LTIUX) Fund Ranking and Research

Ranking, Research and Recommendation of Principal LifeTime 2035 Instl (LTIUX) Fund

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Graph of Principal LifeTime 2035 Instl Fund (LTIUX) ManagerFund Manager - Jeffrey Tyler

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: Principal Funds
Fund Category: Target-Date 2035
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Mr. Tyler joined Principal in 2011. Prior to that, Mr. Tyler was the Chief Investment Officer at EXOS Partners. From 1988-2009, Mr. Tyler was a Senior Vice President, Senior Portfolio Manager, and Manager of Taxable Fixed Income for American Century. He earned a B.A. in business economics and accounting from the University of California, Santa Barbara and a Master of Management in finance and economics from the J.L. Kellogg Graduate School of Management, Northwestern University. Mr. Tyler has earned the right to use the Chartered Financial Analyst designation.  Get more insights on Jeffrey Tyler

 

Graph of Principal LifeTime 2035 Instl Fund (LTIUX) ProfilePrincipal LifeTime 2035 Instl Fund (LTIUX) Profile

Fund Profile and Description

Principal LifeTime 2035 Instl Fund seeks a total return consisting of long-term growth of capital and current income. Principal LifeTime 2035 Instl Fund invests in underlying Principal domestic and foreign equity, hybrid, and fixed-income funds according to an asset allocation strategy designed for investors having an investment time horizon comparable to that of the fund. It allocates the assets more conservatively over time. Principal LifeTime 2035 Instl Fund may invest in any of the Institutional Class shares of the equity funds or fixed-income funds of Principal Funds, at the sub-advisor's discretion.

 

Principal LifeTime 2035 Instl (LTIUX) Fund Strength What we like about Principal LifeTime 2035 Instl (LTIUX) Fund

Data for Principal LifeTime 2035 Instl Fund (LTIUX) as of May 30, 2016

  • Principal LifeTime 2035 Instl Fund (LTIUX) management has been with Principal LifeTime 2035 Instl Fund for 8.2 years
  • Principal LifeTime 2035 Instl Fund (LTIUX) has good mid-term performance (3-year return 5.96% vs 5.59% Target-Date 2035 category median performance)
  • Principal LifeTime 2035 Instl Fund (LTIUX) has good Long-term performance (5-year return 6.37% vs 5.95% Target-Date 2035 category median performance)
  • Principal LifeTime 2035 Instl Fund (LTIUX) ratio of up-years vs down years is greater than 2
  • Principal LifeTime 2035 Instl Fund (LTIUX) has a Morningstar rating of 4 and above
  • Asset base in Principal LifeTime 2035 Instl Fund (LTIUX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Principal LifeTime 2035 Instl Fund (LTIUX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.22, lower than category average of 9.59
  • Principal LifeTime 2035 Instl Fund (LTIUX) has a lower expense ratio than its Target-Date 2035 average: 0.04% vs 0.39%
  • Principal LifeTime 2035 Instl Fund (LTIUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Principal LifeTime 2035 Instl Fund (LTIUX) Weakness What we are cautious about Principal LifeTime 2035 Instl (LTIUX) Fund

Data for Principal LifeTime 2035 Instl Fund (LTIUX) as of May 30, 2016

  • Principal LifeTime 2035 Instl Fund (LTIUX) has a less-than-ideal short-term performance (1-year return -3.46% vs -3.24% Target-Date 2035 category median performance)
  • Principal LifeTime 2035 Instl Fund (LTIUX) has an annual stock turnover rate of 38.80% that is higher than the Target-Date 2035 average of 24.63%. This could mean Principal LifeTime 2035 Instl is more nimble, but also signal potential high tax impact and high trading fees
See Principal LifeTime 2035 Instl Fund (LTIUX) performance details as of May 30, 2016

 

What do you think?

 

Compare Principal LifeTime 2035 Instl Fund (LTIUX)Compare with other top Target-Date 2035 category mutual funds

Aadditional top Target-Date 2035 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Principal LifeTime 2035 Instl1.49-3.465.966.37
American Funds 2035 Trgt Date Retire R6 (RFFTX)2.80-1.457.858.34Compare
American Century One Choice 2035 Instl (ARLIX)2.61-1.886.026.87Compare
American Funds 2035 Trgt Date Retire A (AAFTX)2.73-1.757.507.96Compare

See top fund managers for Target-Date 2035 Category Funds

 

Graph of Principal LifeTime 2035 Instl Fund (LTIUX) Net Asset TrackingPrincipal LifeTime 2035 Instl (LTIUX) Fund Net Asset

Track net asset change of Principal LifeTime 2035 Instl fund (LTIUX)

DateNet Asset
05/2016$1.26B
03/2016$1.22B
02/2016$1.14B
More historic net asset information on Principal LifeTime 2035 Instl Fund (LTIUX)

  

Graph of Principal LifeTime 2035 Instl Fund (LTIUX) Portfolio TrackingPrincipal LifeTime 2035 Instl (LTIUX) Fund Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2035 Instl fund (LTIUX)

DateCashStockBondOther
04/20164.9%73.39%20.74%0.55%
03/20167.72%68.38%22.86%0.64%
01/20168.36%69.69%20.55%1%
Click here to see more historic asset allocation information on Principal LifeTime 2035 Instl Fund (LTIUX)

 

graph of Principal LifeTime 2035 Instl Fund (LTIUX) Top 10 Position TrackingTop 10 Holdings in Principal LifeTime 2035 Instl (LTIUX) Fund

Discover what Principal LifeTime 2035 Instl Fund (LTIUX) manager is buying

Apr 29, 2016
Principal Core Plus Bond Inst [11.63%]
Principal LargeCap Growth I Instl [10.59%]
Principal Large Cap S&P 500 Index Inst [10.35%]
Principal Overseas Instl [8.24%]
Principal Diversified Intl Inst [8.16%]
Principal Large Cap Value III Inst [6.12%]
Principal LargeCap Value Inst [6.02%]
Principal Bond Market Index Instl [6.02%]
Principal MidCap Value III Instl [4.78%]
Principal MidCap Growth III Inst [4.69%]

Mar 30, 2016
Principal Core Plus Bond Inst [11.43%]
Principal Large Cap S&P 500 Index Inst [10.9%]
Principal LargeCap Growth I Instl [10.64%]
Principal Diversified Intl Inst [7.35%]
Principal Overseas Instl [7.03%]
Principal Large Cap Value III Inst [6.61%]
Principal LargeCap Value Inst [6.07%]
Principal Bond Market Index Instl [4.98%]
Principal Global Real Estate Sec Instl [4.04%]
Principal Global Opportunities Instl [3.79%]

Jan 30, 2016
Principal Core Plus Bond Inst [11.29%]
Principal Large Cap S&P 500 Index Inst [10.73%]
Principal LargeCap Growth I Instl [10.59%]
Principal Diversified Intl Inst [7.39%]
Principal Overseas Instl [7.12%]
Principal Large Cap Value III Inst [6.59%]
Principal LargeCap Value Inst [6.03%]
Principal Global Opportunities Instl [5.38%]
Principal Global Real Estate Sec Instl [4.15%]
Principal Bond Market Index Instl [3.84%]
Click here for Stock Holding Change Map in Principal LifeTime 2035 Instl Fund (LTIUX)

  

Latest News on Principal LifeTime 2035 Instl (LTIUX) Fund

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Principal LifeTime 2035 Instl Fund (LTIUX) Related ResourcesSee more information on Principal LifeTime 2035 Instl (LTIUX) Fund

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