PTDAX Mutual Fund
PTDAX Mutual Fund
PTDAX Mutual Fund
Principal LifeTime 2040 Fund Class A
PTDAX Mutual Fund Overview
PTDAX Mutual Fund (Principal LifeTime 2040 Fund Class A) is managed by Principal Funds with $145.1M in net assets. PTDAX expense ratio is 0.88%, holding 15 positions across various sectors. Inception date: 2005-06-28.
PTDAX performance shows a YTD return of 6.23%. The 1-year return is 13.71% and the 5-year return is 6.27%. PTDAX dividend yield stands at 9.17%, paid annually.
PTDAX top holdings include Largecap S&p 500 Index Fund (21.3%), International Equity Fund (20.8%), Sun Life Core Fixed Income (18.5%), Equity Income Fund (5.6%), Largecap Value Fund Iii (5.2%). Go to all PTDAX holdings, PTDAX sectors, or PTDAX dividends.
PTDAX can be compared against other funds. Use PTDAX overlap to find shared positions, or PTDAX vs another fund for a side-by-side view. PTDAX alternatives are available via the screener, along with tax-loss harvesting opportunities.