Principal Lifetime is trading at 15.95 as of the 21st of March 2025; that is 0.37 percent down since the beginning of the trading day. The fund's open price was 16.01. Principal Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 21st of December 2024 and ending today, the 21st of March 2025. Click here to learn more.
The fund operates as a target date fund that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2040. Principal Fds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime 2040
Principal Lifetime 2040 [PTDIX] is traded in USA and was established 21st of March 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Principal Funds family. This fund at this time has accumulated 4.24 B in assets with no minimum investment requirementsPrincipal Lifetime 2040 is currently producing year-to-date (YTD) return of 0.32% with the current yeild of 0.02%, while the total return for the last 3 years was 7.37%.
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Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.