Principal Lifetime 2040 Fund Quote

PTDIX Fund  USD 17.49  0.10  0.58%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Principal Lifetime is trading at 17.49 as of the 26th of November 2024; that is 0.58 percent up since the beginning of the trading day. The fund's open price was 17.39. Principal Lifetime has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Principal Lifetime 2040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of July 2023 and ending today, the 26th of November 2024. Click here to learn more.
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 2040. Principal Fds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime 2040

Moving together with Principal Mutual Fund

  0.73SABPX Strategic Asset ManaPairCorr
  0.72SACAX Strategic Asset ManaPairCorr
  0.83SAGPX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Principal Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Lifetime 2040 [PTDIX] is traded in USA and was established 26th of November 2024. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Principal Funds family. This fund at this time has accumulated 4.24 B in assets with no minimum investment requirementsPrincipal Lifetime 2040 is currently producing year-to-date (YTD) return of 14.26% with the current yeild of 0.02%, while the total return for the last 3 years was 3.67%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime 2040 Mutual Fund Constituents

PMSIXCore Plus BondMutual FundIntermediate Core-Plus Bond
PINZXOverseas Fund InstitutionalMutual FundForeign Large Value
PYHIXHigh Yield FundMutual FundHigh Yield Bond
PPIMXMidcap Growth FundMutual FundMid-Cap Growth
POEFXOrigin Emerging MarketsMutual FundDiversified Emerging Mkts
PNIIXBond Market IndexMutual FundIntermediate Core Bond
PLVIXLargecap Value FundMutual FundLarge Value
PLFIXLargecap Sp 500Mutual FundLarge Blend
More Details

Principal Lifetime 2040 Risk Profiles

Principal Lifetime Against Markets

Other Information on Investing in Principal Mutual Fund

Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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