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    Principal LifeTime 2040 A (PTDAX)

    13.27 Down 0.58(4.19%) Jun 24
    Prev Close:13.85
    YTD Return*:1.18%
    Net Assets*:4.42B
    Yield*:1.08%

    * As of 31-May-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for PTDAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal Large Cap S&P 500 Index Inst10.93N/A
    Principal LargeCap Growth I Instl10.47N/A
    Principal Diversified Intl Inst9.59N/A
    Principal Overseas Instl9.21N/A
    Principal Core Plus Bond Inst8.64N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.42B
    Category:Target-Date 2040
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:1.18%
    5y Avg Return:6.10%
    Rank in Category (ytd):89
    % Rank in Category (ytd):34.63%
    Beta (3y):1.35
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in the fund's name. It is a fund of funds and invests in PFI Institutional Class shares. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities. View More
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