PTDIX Mutual Fund

PTDIX Mutual Fund (Principal LifeTime 2040 Fund Institutional Class) is managed by Principal Funds with $3.00B in net assets. PTDIX expense ratio is 0.55%, holding 15 positions across various sectors. Inception date: 2001-03-01.

PTDIX performance shows a YTD return of 6.50%. The 1-year return is 14.08% and the 5-year return is 6.64%. PTDIX dividend yield stands at 9.14%, paid annually.

PTDIX 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 PTDIX holdings, PTDIX sectors, or PTDIX dividends.

PTDIX can be compared against other funds. Use PTDIX overlap to find shared positions, or PTDIX vs another fund for a side-by-side view. PTDIX alternatives are available via the screener, along with tax-loss harvesting opportunities.