PTDMX Mutual Fund
PTDMX Mutual Fund
PTDMX Mutual Fund
Principal LifeTime 2040 Fund Class R-3
PTDMX Mutual Fund Overview
PTDMX Mutual Fund (Principal LifeTime 2040 Fund Class R-3) is managed by Principal Funds with $115.2M 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 6.10%. The 1-year return is 13.44% and the 5-year return is 6.05%. PTDMX dividend yield stands at 8.85%, 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%). Go to all PTDMX holdings, PTDMX sectors, or PTDMX dividends.
PTDMX can be compared against other funds. Use PTDMX overlap to find shared positions, or PTDMX vs another fund for a side-by-side view. PTDMX alternatives are available via the screener, along with tax-loss harvesting opportunities.