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PTDAX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal LifeTime 2040 A (PTDAX) Ownership - Who owns Principal LifeTime 2040 A?

The investment seeks a total return consisting of long-term growth of capital and current income... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

Profile

Category
Target-Date 2040
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Balanced Funds
Category
Target Date 2036-2040
Total Expense Ratio
0.93
Min. Initial Investment
1000.00
Fund Existence
almost 20 years
Turnover
34.80
Front Load
5.50
Net Assets
4627425300.00
Manager Tenure
N/A

Fundamentals

PTDAX
Net Assets
4.63B
Fund Existence
almost 20 years
Turnover
34.80
Total Expense Ratio
0.93
Front Load
5.50%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2040
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.93
Assets in Top Ten Holdings
3.83B
Average Credit Quality
11
Average Effective Duration
5.33
Average Effective Maturity
7.54
Fund of Funds
Yes
Fund Share Class Net Assets
124M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.55
No Load Fund
No
Number of Long Holdings
16.00
Number of Net Holdings
16.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.58
Weighting Top Ten Holdings
92.03%
Gain YTD
4.684
Annual Yield % from dividends
1.58
Returns for 1 year
3.79
Returns for 3 years
21.06
Returns for 5 years
22.08
Returns for 10 years
24.88
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2040
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com