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Principal Lifetime 2040 Fund R-4 Class (PTDSX)

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Principal LifeTime 2040 R4 historical data, for real-time data please try another search

17.07 +0.07 +0.41%

22/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 49.65M

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PTDSX Holdings

Comprehensive information about top holdings and Key Holding Information for the Principal LifeTime 2040 R4 (PTDSX) fund. Our Principal LifeTime 2040 R4 portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	0.10	2.15	2.05
Shares	78.41	78.41	0.00
Bonds	21.01	21.10	0.09
Preferred	0.04	0.04	0.00
Other	0.44	0.44	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.83	17.02
Price to Book	2.74	2.53
Price to Sales	2.13	1.84
Price to Cash Flow	12.11	10.42
Dividend Yield	1.94	2.22
5 Years Earnings Growth	10.89	10.73

Sector Allocation

Name	Net %	Category Average
Technology	20.11	21.45
Financial Services	18.64	16.43
Industrials	11.72	11.41
Healthcare	11.41	11.72
Consumer Cyclical	11.10	10.88
Communication Services	7.02	6.99
Real Estate	5.53	4.10
Consumer Defensive	4.75	6.17
Energy	3.82	4.16
Basic Materials	3.52	3.95
Utilities	2.38	2.74

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 15

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Principal Diversified International R6	-	18.54	-	-
Principal Core Fixed Income R6	-	16.97	-	-
Principal Large Cap S&P 500 Index Inst	-	9.87	-	-
Principal Blue Chip R6	-	9.64	-	-
Principal LargeCap Growth I R6	-	9.64	-	-
Principal Large Cap Value III Inst	-	9.09	-	-
Principal Equity Income Inst	-	9.07	-	-
Principal SmallCap R6	-	3.28	-	-
Principal High Yield R-6	-	3.01	-	-
Principal MidCap R6	-	2.40	-	-

Top Bond Funds by Principal Funds

Name	Total Assets	YTD%	3Y%	10Y%
Principal LifeTime 2030 Institution	3.61B	0.58	6.32	6.31
Principal LifeTime 2040 Institution	3.35B	-0.25	7.77	7.29
Principal Short-Term Income Inst	2.81B	2.19	4.20	2.28
Principal Bond Market Index Instl	2.57B	3.14	1.80	1.32
Principal LifeTime 2050 Institution	2.62B	-0.77	8.77	7.88

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