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Principal Lifetime 2040 Fund Institutional Class (PTDIX)

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15.95 +0.04    +0.25%
08:00:00 - Delayed Data. Currency in USD ( Disclaimer )
Type:  Fund
Market:  United States
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 3.26B
Principal LifeTime 2040 Institutional 15.95 +0.04 +0.25%

Principal Lifetime 2040 Fund Institutional Class 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. (ISIN: US74253M3328)
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Rating
1-Year Change12.04%
Prev. Close15.91
Risk Rating
TTM Yield1.82%
ROE22.76%
IssuerN/A
Turnover12.40%
ROA9.08%
Inception Date36951
Total Assets3.26B
Expenses0.01%
Min. InvestmentN/A
Market Cap73.24B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1064 1064 1192 1140 1543 2097
Fund Return 6.37% 6.37% 19.16% 4.46% 9.06% 7.69%
Place in category 136 136 82 131 81 51
% in Category 58 58 36 68 44 54

Top Bond Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime 2030 Institution 3.79B 4.60 3.09 6.64
  Principal High Yield Fund I Inst 3.51B 1.69 2.13 3.49
  Principal LifeTime 2050 Institution 2.51B 7.65 5.48 8.33
  Principal Short-Term Income Inst 2.37B 1.04 0.95 1.86
  Principal Bond Market Index Instl 1.94B -0.82 -2.62 1.40

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 96.72B 5.83 4.77 8.04
  The Vanguard Target Retire 2040 Tr2 96.72B 5.81 4.75 8.02
  Vanguard Target Retire Trust Plus40 96.72B 5.83 4.78 8.05
  Vanguard Target Retirement 2040 Inv 85.09B 5.85 4.69 7.95
  American Funds 2040 Trgt Date RetR6 29.15B 7.21 5.83 9.17

Top Holdings

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 14.45 - -
Principal Diversified International R-6 - 13.22 - -
Principal Blue Chip R-6 - 9.16 - -
Principal LargeCap Growth I R6 - 8.99 - -
Principal Large Cap S&P 500 Index Inst - 8.72 - -

Technical Summary

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