PTDJX Mutual Fund

PTDJX Mutual Fund (Principal LifeTime 2040 Fund Class J) is managed by Principal Funds with $966.2M in net assets. PTDJX expense ratio is 0.72%, holding 15 positions across various sectors. Inception date: 2001-06-15.

PTDJX performance shows a YTD return of 6.36%. The 1-year return is 13.87% and the 5-year return is 6.46%. PTDJX dividend yield stands at 9.14%, paid annually.

PTDJX 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 PTDJX holdings, PTDJX sectors, or PTDJX dividends.

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