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Morningstar

Principal LifeTime 2040 R4 PTDSX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.85  /  0.27 %
  • Total Assets 4.2 Bil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level 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 1.00%
  • Turnover 24%

USD | NAV as of Nov 30, 2023 | 1-Day Return as of Nov 30, 2023, 11:18 PM GMT+0

Morningstar’s Analysis PTDSX

Will PTDSX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PTDSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the PTDSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of PTDSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PTDSX

More PTDSX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 84.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Core Fixed Income R6

15.75
618,654,967
—

Principal Diversified International R-6

12.20
479,256,269
—

Principal Blue Chip R-6

8.95
351,368,348
—

Principal LargeCap Growth I R6

8.81
345,766,336
—

Principal Large Cap S&P 500 Index Inst

8.55
335,928,790
—

Principal Large Cap Value III Inst

7.77
305,244,933
—

Principal Equity Income Inst

7.69
301,827,933
—

Principal Overseas Instl

6.55
257,105,623
—

Principal MidCap Value I R-6

5.14
201,997,059
—

Principal MidCap Growth III Inst

3.40
133,473,465
—