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Principal LifeTime 2040 R3 (PTDMX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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At close: 08:00PM EDT
Overall portfolio composition (%)
Cash1.14%
Stocks79.68%
Bonds18.84%
Others0.33%
Preferred0.01%
Convertible0.00%
Sector weightings (%)
Sector(s)PTDMX
Basic materials3.87%
Consumer cyclical10.54%
Financial services17.53%
Property5.50%
Consumer defensive5.12%
Healthcare11.21%
Utilities2.20%
Communication services6.03%
Energy4.95%
Industrials13.84%
Technology19.22%
Equity holdings
AveragePTDMXCategory average
Price/Earnings0.0523.13
Price/book0.362.89
Price/sales0.492.12
Price/Cash flow0.0714.1
Median market cap72,878.3369,227.1
3-year earnings growth17.9912.06
Bond holdings
AveragePTDMXCategory average
MaturityN/A8.06
Duration3.946.63
Credit qualityN/AN/A
Bond ratings
Sector(s)PTDMX
US government3.51%
AAA43.41%
AA1.63%
A16.59%
BBB22.27%
BB4.51%
B8.24%
Below B3.14%
Others0.21%
Top 10 holdings (84.75% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Principal Core Fixed Income R6 | PICNX | 15.93% |
| Principal Diversified International R-6 | PDIFX | 13.26% |
| Principal Blue Chip R-6 | PGBHX | 8.61% |
| Principal Large Cap S&P 500 Index Inst | PLFIX | 8.51% |
| Principal LargeCap Growth I R6 | PLCGX | 8.40% |
| Principal Large Cap Value III Inst | PLVIX | 8.14% |
| Principal Equity Income Inst | PEIIX | 7.99% |
| Principal Overseas Instl | PINZX | 5.54% |
| Principal MidCap Value I R-6 | PCMSX | 5.04% |
| Principal MidCap Growth III Inst | PPIMX | 3.33% |
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