Principal Lifetime 2040 Fund Quote
| PTDIX Fund | USD 16.34 0.13 0.80% |
PerformanceVery Weak
| Odds Of DistressLow
|
Principal Lifetime is trading at 16.34 as of the 1st of March 2025; that is 0.80 percent up since the beginning of the trading day. The fund's open price was 16.21. Principal Lifetime has about a 21 % 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 12th of March 2023 and ending today, the 1st 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. It is a fund of funds and invests in underlying funds of Principal Funds, Inc. More on Principal Lifetime 2040
Moving together with Principal Mutual Fund
Principal Mutual Fund Highlights
| Fund Concentration | Principal Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Principal Funds (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Principal Lifetime 2040 [PTDIX] is traded in USA and was established 1st 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 3.16% with the current yeild of 0.02%, while the total return for the last 3 years was 6.39%.
Check Principal Lifetime Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Lifetime 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Principal Lifetime 2040 Mutual Fund Constituents
| PMSIX | Core Plus Bond | Mutual Fund | Intermediate Core-Plus Bond | |
| PINZX | Overseas Fund Institutional | Mutual Fund | Foreign Large Value | |
| PYHIX | High Yield Fund | Mutual Fund | High Yield Bond | |
| PPIMX | Midcap Growth Fund | Mutual Fund | Mid-Cap Growth | |
| POEFX | Origin Emerging Markets | Mutual Fund | Diversified Emerging Mkts | |
| PNIIX | Bond Market Index | Mutual Fund | Intermediate Core Bond | |
| PLVIX | Largecap Value Fund | Mutual Fund | Large Value | |
| PLFIX | Largecap Sp 500 | Mutual Fund | Large Blend |
Principal Lifetime 2040 Risk Profiles
| Mean Deviation | 0.5295 | |||
| Standard Deviation | 0.8665 | |||
| Variance | 0.7508 | |||
| Risk Adjusted Performance | (0.04) |
Principal Lifetime Against Markets
Other Information on Investing in Principal Mutual Fund
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.
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