| Amount | Holding |
|---|---|
| 13.61% | Principal Large Cap S&P 500 Index Inst |
| 11.35% | Principal LargeCap Growth I R6 |
| 10.87% | Principal Core Fixed Income R6 |
| 9.81% | Principal Diversified International R-6 |
| 8.73% | Principal Overseas Instl |
| 8.31% | Principal Large Cap Value III Inst |
| 5.77% | Principal Bond Market Index Instl |
| 5.53% | Principal MidCap Growth III Inst |
| 4.30% | Principal MidCap Value I R-6 |
| 4.07% | Principal Blue Chip R-6 |
| 3.03% | Principal Origin Emerging Markets R6 |
| 2.94% | Principal High Income Inst |
| 2.83% | Principal International Small CompanyR-6 |
| 2.81% | Principal Equity Income Inst |
| 2.33% | Principal Real Estate Securities Fd R-6 |
| 2.21% | Principal SmallCap Growth I R6 |
| 1.57% | Principal SmallCap Value II R6 |
Expense Ratio Rating
6 /10
Expense Rating
6 /10
Market Score
8 /10
Category Score
5 /10
Market Size
8 /10
$PTDAX Alternatives
65%
FI Score
- ptdax
- Mutual Fund
- Allocation
- Target-Date
Principal LifeTime 2040 Fund Class A
Expenses: 0.38% (Better than 1% of similar funds)
This is an OK choice for a Target-Date Allocation fund. See why ยป