Principal LifeTime 2040 Institutional (PTDIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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As of 08:06AM EDT. Market open.
Overall portfolio composition (%)
Cash0.93%
Stocks80.95%
Bonds17.77%
Others0.34%
Preferred0.01%
Convertible0.00%
Sector weightings (%)
Sector(s)PTDIX
Basic materials3.86%
Consumer cyclical11.12%
Financial services17.37%
Property5.77%
Consumer defensive5.05%
Healthcare11.08%
Utilities2.05%
Communication services5.74%
Energy4.71%
Industrials13.73%
Technology19.52%
Equity holdings
AveragePTDIXCategory average
Price/Earnings0.0523.13
Price/book0.352.89
Price/sales0.472.12
Price/Cash flow0.0714.1
Median market cap74,502.3869,227.1
3-year earnings growth18.1312.06
Bond holdings
AveragePTDIXCategory average
MaturityN/A8.06
Duration3.916.63
Credit qualityN/AN/A
Bond ratings
Sector(s)PTDIX
US government3.42%
AAA43.98%
AA1.28%
A16.40%
BBB21.88%
BB4.60%
B8.17%
Below B3.52%
Others0.17%
Top 10 holdings (84.62% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Principal Core Fixed Income R6 | PICNX | 14.87% |
| Principal Diversified International R-6 | PDIFX | 13.24% |
| Principal Blue Chip R-6 | PGBHX | 8.75% |
| Principal Large Cap S&P 500 Index Inst | PLFIX | 8.63% |
| Principal LargeCap Growth I R6 | PLCGX | 8.58% |
| Principal Large Cap Value III Inst | PLVIX | 8.24% |
| Principal Equity Income Inst | PEIIX | 8.10% |
| Principal Overseas Instl | PINZX | 5.48% |
| Principal MidCap Value I R-6 | PCMSX | 5.20% |
| Principal MidCap Growth III Inst | PPIMX | 3.53% |
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