PTDIX Mutual Fund

NAV$18.19

AUM$2.9B

TER0.55%

Holdings15

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PTDIX Mutual Fund

NAV$18.19

Principal LifeTime 2040 Fund Institutional Class

AUM$2.9B

TER0.55%

Holdings15

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PTDIX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PTDIX Mutual Fund Sector Allocation

PTDIX sector allocation breaks down across multiple sectors. Across 15 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PTDIX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PTDIX geographic allocation shows country exposure. PTDIX overlap calculator reveals how sector exposure compares with other funds.