Advertisement
Skip to Content

Principal LifeTime 2040 Institutional PTDIX

Analyst rating as of
  • NAV / 1-Day Return 14.23  /  0.14 %
  • Total Assets 4.1 Bil
  • Adj. Expense Ratio
    0.010%
  • Expense Ratio 0.640%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.47%
  • Turnover 24%

Morningstar’s Analysis PTDIX

Will PTDIX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Changes are still in the making.

Summary

|

Principal LifeTime features experienced managers, yet a recent shakeup of its supporting cast and an untested process warrant all shares of this series retaining their Morningstar Analyst Ratings, which range from Neutral to Negative depending on the expense ratio.

Unlock our full analysis with Morningstar Investor