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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

US Funds

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17.39 +0.07 +0.40%

22/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.51B

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 Change15.7%

Prev. Close17.32

Risk Rating

TTM Yield1.74%

ROE23.93%

IssuerN/A

Turnover16.10%

ROA10.17%

Inception Date36951

Total Assets3.51B

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 31

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	1112	1016	1267	1086	1512	2105
Fund Return	11.17%	1.56%	26.68%	2.8%	8.62%	7.73%
Place in category	173	117	149	148	110	58
% in Category	83	56	71	77	62	59

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.91B	8.90	1.70	6.67
Principal Short-Term Income Inst	2.81B	4.43	2.04	2.09
Principal LifeTime 2050 Institution	2.76B	12.80	3.64	8.39
Principal Inflation Protection Inst	2.19B	2.87	-1.73	1.86
Principal Bond Market Index Instl	2.22B	1.88	-2.33	1.27

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr2	104.96B	12.03	3.61	8.13
Vanguard Target Retire Trust Plus40	104.96B	12.05	3.63	8.15
The Vanguard Target Retire 2040 Tr1	104.96B	12.04	3.62	8.14
Vanguard Target Retirement 2040 Inv	91.1B	12.06	3.59	8.06
American Funds 2040 Trgt Date RetR6	32.76B	13.83	4.22	9.29

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	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.	17.39	+0.07	+0.40%