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    Principal LifeTime 2040 R5 (PTDPX)

    15.35 Up 0.10(0.66%) May 1
    Prev Close:15.25
    YTD Return*:2.65%
    Net Assets*:4.46B

    * As of 31-Mar-15

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


    • No Headlines available for PTDPX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl11.19N/A
    Principal Large Cap Value III Inst9.32N/A
    Principal Diversified Intl Inst7.98N/A
    Principal Overseas Instl7.83N/A
    Principal Large Cap S&P 500 Index Inst7.70N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.46B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.29%

    Performance & Risk

    YTD Return:2.65%
    5y Avg Return:10.38%
    Rank in Category (ytd):44
    % Rank in Category (ytd):17.19%
    Beta (3y):1.38
    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" 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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