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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

US Funds

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16.28 -0.10 -0.61%

27/12 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.39B

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Bond

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PTDIX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal LifeTime 2040 Institutional (PTDIX) fund. Our Principal LifeTime 2040 Institutional portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.45	2.51	2.06
Stocks	78.74	78.74	0.00
Bonds	20.38	20.46	0.08
Preferred	0.04	0.04	0.00
Other	0.41	0.41	0.00

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.60	17.21
Price to Book	2.82	2.60
Price to Sales	2.21	1.86
Price to Cash Flow	12.16	10.99
Dividend Yield	1.93	2.16
5 Years Earnings Growth	10.93	11.62

Sector Allocation

Name	Net %	Category Average
Technology	20.39	22.12
Financial Services	18.83	15.33
Industrials	11.48	11.47
Healthcare	11.04	12.16
Consumer Cyclical	10.95	10.68
Communication Services	7.25	6.79
Real Estate	5.48	4.17
Consumer Defensive	4.68	6.16
Energy	3.81	4.22
Basic Materials	3.59	4.15
Utilities	2.51	2.77

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 16

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Diversified International R6	-	17.75	-	-
Principal Core Fixed Income R6	-	16.51	-	-
Principal Large Cap S&P 500 Index Inst	-	10.06	-	-
Principal Blue Chip R6	-	9.96	-	-
Principal LargeCap Growth I R6	-	9.88	-	-
Principal Equity Income Inst	-	9.27	-	-
Principal Large Cap Value III Inst	-	9.24	-	-
Principal SmallCap R6	-	3.42	-	-
Principal High Yield R-6	-	2.90	-	-
Principal MidCap R6	-	2.51	-	-

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.76B	12.31	3.46	6.86
Principal LifeTime 2050 Institution	2.66B	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	2.09B	3.39	-1.90	1.90

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal LifeTim.	16.28	-0.10	-0.61%