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    Principal LifeTime 2040 R2 (PTDNX)

    15.03 Down 0.11(0.73%) Mar 31
    Prev Close:15.14
    YTD Return*:3.27%
    Net Assets*:4.47B

    * As of 28-Feb-15

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


    • No Headlines available for PTDNX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Principal LargeCap Growth I Instl13.66N/A
    Principal Large Cap Value III Inst10.25N/A
    Principal Diversified Intl Inst8.05N/A
    Principal Overseas Instl7.92N/A
    Principal Large Cap S&P 500 Index Inst7.77N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:4.47B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.78%

    Performance & Risk

    YTD Return:3.27%
    5y Avg Return:11.29%
    Rank in Category (ytd):76
    % Rank in Category (ytd):29.69%
    Beta (3y):1.39
    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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