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Principal LifeTime 2040 J PTDJX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 15.30  /  0.20 %
  • Total Assets 4.5 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.830%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.80%
  • Turnover 12%

Morningstar’s Analysis PTDJX

Will PTDJX outperform in future?

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

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

The Principal LifeTime series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

Rated on Published on

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Portfolio Holdings PTDJX

  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 85.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

14.99
659,882,411

Principal Diversified International R-6

12.08
531,591,758

Principal Blue Chip R-6

9.17
403,631,522

Principal LargeCap Growth I R6

8.95
393,819,989

Principal Large Cap S&P 500 Index Inst

8.71
383,443,634

Principal Large Cap Value III Inst

8.09
356,048,120

Principal Equity Income Inst

8.00
351,950,111

Principal Overseas Instl

6.34
279,125,832

Principal MidCap Value I R-6

5.14
226,060,768

Principal MidCap Growth III Inst

3.53
155,549,073