PTDPX Mutual Fund
PTDPX Mutual Fund
PTDPX Mutual Fund
Principal LifeTime 2040 Fund Class R-5
PTDPX Mutual Fund Overview
PTDPX Mutual Fund (Principal LifeTime 2040 Fund Class R-5) is managed by Principal Funds with $185.4M in net assets. PTDPX expense ratio is 0.80%, holding 15 positions across various sectors. Inception date: 2001-03-01.
PTDPX performance shows a YTD return of 6.31%. The 1-year return is 13.80% and the 5-year return is 6.37%. PTDPX dividend yield stands at 8.99%, paid annually.
PTDPX 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 PTDPX holdings, PTDPX sectors, or PTDPX dividends.
PTDPX can be compared against other funds. Use PTDPX overlap to find shared positions, or PTDPX vs another fund for a side-by-side view. PTDPX alternatives are available via the screener, along with tax-loss harvesting opportunities.