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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

US Funds

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16.98 +0.01 +0.06%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 3.44B

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PTDIX Overview

Find basic information about the Principal Lifetime 2040 Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add PTDIX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change17.2%

Prev. Close16.97

Risk Rating

TTM Yield1.71%

ROE23.93%

IssuerN/A

Turnover16.10%

ROA10.17%

Inception Date36951

Total Assets3.44B

Expenses0.01%

Min. InvestmentN/A

Market Cap102.18B

CategoryTarget - Date 2040

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Principal Lifetime 2040 Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1136	1063	1260	1157	1573	2192
Fund Return	13.6%	6.27%	26.02%	4.99%	9.48%	8.16%
Place in category	175	80	146	152	114	59
% in Category	83	42	69	79	67	60

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.85B	11.20	3.61	7.07
Principal LifeTime 2050 Institution	2.69B	15.18	5.98	8.83
Principal Short-Term Income Inst	2.86B	5.05	2.11	2.18
Principal Bond Market Index Instl	2.2B	4.48	-1.51	1.62
Principal High Yield Fund I Inst	598.47M	7.50	2.89	4.05

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	104.99B	14.62	5.81	8.57
The Vanguard Target Retire 2040 Tr2	104.99B	14.60	5.80	8.56
Vanguard Target Retire Trust Plus40	104.99B	14.63	5.82	8.59
Vanguard Target Retirement 2040 Inv	93.11B	14.61	5.75	8.49
American Funds 2040 Trgt Date RetR6	32.26B	15.82	6.55	9.67

Top Holdings

Name	ISIN	Weight %	Last	Change %
Principal Diversified International R6	-	18.67	-	-
Principal Core Fixed Income R6	-	16.16	-	-
Principal Large Cap S&P 500 Index Inst	-	9.83	-	-
Principal Blue Chip R6	-	9.67	-	-
Principal LargeCap Growth I R6	-	9.59	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Strong Sell	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal LifeTim.	16.98	+0.01	+0.06%