PTDSX Mutual Fund

NAV$16.97

AUM$50M

TER1.00%

Holdings15

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PTDSX Mutual Fund

NAV$16.97

Principal LifeTime 2040 Fund Class R-4

AUM$50M

TER1.00%

Holdings15

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

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

FundXLS Pro

See the full sector breakdown of PTDSX

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

X-ray my whole portfolio$149/yr Pro · Cancel anytime

From MarketXLS, trusted since 2014.

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

PTDSX Mutual Fund Sector Allocation

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

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

PTDSX geographic allocation shows country exposure. PTDSX overlap calculator reveals how sector exposure compares with other funds.