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    Principal LifeTime 2040 A (PTDAX)

    15.05 Down 0.03(0.20%) Feb 27
    Prev Close:15.08
    YTD Return*:-1.03%
    Net Assets*:4.26B

    * As of 31-Jan-15

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


    • No Headlines available for PTDAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl13.50N/A
    Principal Large Cap Value III Inst10.59N/A
    Principal Diversified Intl Inst7.96N/A
    Principal Overseas Instl7.85N/A
    Principal Large Cap S&P 500 Index Inst7.68N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.26B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.41%

    Performance & Risk

    YTD Return:-1.03%
    5y Avg Return:11.29%
    Rank in Category (ytd):47
    % Rank in Category (ytd):18.29%
    Beta (3y):1.36
    Morningstar Risk Rating:3

    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." It invests in underlying Principal Funds, Inc. ("PFI") domestic and foreign equity, real asset and alternative investments, and fixed-income funds according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in the fund's name. The fund invests in PFI Institutional Class shares of underlying funds. Within 10 to 15 years after its target year, the fund's underlying fund allocation is expected to match that of the Principal LifeTime Strategic Income Fund. View More
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