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Principal Lifetime 2040 Fund R-4 Class (PTDSX)

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Principal LifeTime 2040 R4 historical data, for real-time data please try another search

17.07 +0.07 +0.41%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 49.65M

Type: Fund

Market: United States

Issuer: Principal Funds

Asset Class: Bond

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PTDSX Overview

Find basic information about the Principal Lifetime 2040 Fund R-4 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 PTDSX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change7.36%

Prev. Close17

Risk Rating

TTM Yield1.46%

ROE23.78%

IssuerPrincipal Funds

Turnover16.10%

ROA10.11%

Inception Date36951

Total Assets49.65M

Expenses0.38%

Min. InvestmentN/A

Market Cap100.54B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1109	1015	1263	1075	1484	2028
Fund Return	10.87%	1.53%	26.26%	2.43%	8.22%	7.33%
Place in category	187	127	163	165	138	84
% in Category	91	60	77	86	80	80

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.59B	0.58	6.32	6.31
Principal LifeTime 2040 Institution	3.32B	-0.25	7.77	7.29
Principal Short-Term Income Inst	2.81B	2.19	4.20	2.28
Principal Bond Market Index Instl	2.54B	3.14	1.80	1.32
Principal LifeTime 2050 Institution	2.6B	-0.77	8.77	7.88

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	109.65B	0.76	8.41	7.80
The Vanguard Target Retire 2040 Tr2	109.65B	0.76	8.40	7.79
Vanguard Target Retire Trust Plus40	109.65B	0.76	8.42	7.81
Vanguard Target Retirement 2040 Inv	92.23B	0.69	8.39	7.72
American Funds 2040 Trgt Date RetR6	32.7B	0.05	9.49	8.92

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	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Principal LifeTim.	17.07	+0.07	+0.41%