PTDMX Mutual Fund (Principal LifeTime 2040 Fund Class R-3) is managed by Principal Funds with $111.5M in net assets. PTDMX expense ratio is 1.11%, holding 15 positions across various sectors. Inception date: 2001-03-01.

PTDMX performance shows a YTD return of 6.16%. The 1-year return is 14.32% and the 5-year return is 6.27%. PTDMX dividend yield stands at 8.84%, paid annually.

PTDMX 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%). View all PTDMX holdings, sector breakdown, or dividend history.

PTDMX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PTDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.