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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

US Funds

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16.38 +0.10 +0.61%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.41B

Type: Fund

Market: United States

Issuer: Principal Funds

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 Change6.16%

Prev. Close16.28

Risk Rating

TTM Yield1.68%

ROE23.84%

IssuerPrincipal Funds

Turnover16.10%

ROA10.20%

Inception Date36951

Total Assets3.41B

Expenses0.01%

Min. InvestmentN/A

Market Cap101.95B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1155	1033	1215	1160	1535	2160
Fund Return	15.51%	3.29%	21.52%	5.09%	8.95%	8%
Place in category	151	55	145	128	103	55
% in Category	72	27	66	66	59	56

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.78B	12.31	3.46	6.86
Principal LifeTime 2050 Institution	2.68B	17.75	6.23	8.71
Principal Short-Term Income Inst	2.77B	5.03	2.31	2.13
Principal Bond Market Index Instl	2.29B	2.94	-2.06	1.31
Principal Inflation Protection Inst	2.16B	3.39	-1.90	1.90

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	108.35B	15.72	5.44	8.33
The Vanguard Target Retire 2040 Tr2	108.35B	15.70	5.43	8.31
Vanguard Target Retire Trust Plus40	108.35B	15.72	5.45	8.34
Vanguard Target Retirement 2040 Inv	94.06B	15.75	5.43	8.25
American Funds 2040 Trgt Date RetR6	33.01B	17.33	6.15	9.43

Top Holdings

Name	ISIN	Weight %	Last	Change %
Principal Diversified International R6	-	18.54	-	-
Principal Core Fixed Income R6	-	16.97	-	-
Principal Large Cap S&P 500 Index Inst	-	9.87	-	-
Principal Blue Chip R6	-	9.64	-	-
Principal LargeCap Growth I R6	-	9.64	-	-

Technical Summary

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

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal LifeTim.	16.38	+0.10	+0.61%