PTDPX Mutual Fund

NAV$18.04

AUM$185M

TER0.80%

Holdings15

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PTDPX Mutual Fund

NAV$18.04

Principal LifeTime 2040 Fund Class R-5

AUM$185M

TER0.80%

Holdings15

See how much of PTDPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PTDPX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PTDPX Mutual Fund Sector Allocation

PTDPX sector allocation breaks down across multiple sectors. Across 15 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PTDPX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PTDPX by country shows geographic exposure. PTDPX overlap reveals how sector exposure compares with other funds.