PTDPX Mutual Fund (Principal LifeTime 2040 Fund Class R-5) is managed by Principal Funds with $179.7M in net assets. PTDPX expense ratio is 0.80%, holding 15 positions across sectors including Unknown. Inception date: 2001-03-01.

PTDPX performance shows a YTD return of 6.31%. The 1-year return is 14.68% and the 5-year return is 6.59%. 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%). View all PTDPX holdings, sector breakdown, or dividend history.

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