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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

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14.93 -0.35 -2.29%

10/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.13B

Type: Fund

Market: United States

Asset Class: Bond

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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 Change - 3.96%

Prev. Close15.28

Risk Rating

TTM Yield1.91%

ROE24.01%

IssuerN/A

Turnover34.80%

ROA9.96%

Inception Date36951

Total Assets3.13B

Expenses0.01%

Min. InvestmentN/A

Market Cap105.24B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	997	997	1046	1159	1778	2042
Fund Return	-0.25%	-0.25%	4.58%	5.05%	12.19%	7.4%
Place in category	106	106	160	112	114	60
% in Category	59	59	88	60	67	63

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.46B	0.43	3.96	6.40
Principal Short-Term Income Inst	2.78B	1.61	3.74	2.23
Principal LifeTime 2050 Institution	2.42B	-0.77	5.82	8.01
Principal Bond Market Index Instl	2.51B	2.77	0.38	1.25
Principal Inflation Protection Inst	2.25B	3.98	-0.31	2.08

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	-0.16	5.50	7.88
The Vanguard Target Retire 2040 Tr2	110.54B	-0.16	5.48	7.87
Vanguard Target Retire Trust Plus40	110.54B	-0.16	5.51	7.89
Vanguard Target Retirement 2040 Inv	93.58B	-0.21	5.47	7.80
American Funds 2040 Trgt Date RetR6	30.57B	-0.78	6.36	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
Principal International Equity R-6	-	18.75	-	-
Principal Core Fixed Income R6	-	16.62	-	-
Principal Large Cap S&P 500 Index Inst	-	10.06	-	-
Principal Blue Chip R6	-	9.91	-	-
Principal LargeCap Growth I R6	-	9.79	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal LifeTim.	14.93	-0.35	-2.29%