PTDAX : Principal LifeTime 2040 Fund Class A

PTDAX is a Allocation Market Target-Date with MODERATE fees.

PTDAX

Principal LifeTime 2040 Fund Class A

FI Score

65 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

Similar Funds

We found 434 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare PTDAX vs MTDKX

42% FI Score
  • mtdkx
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target Income Series Class K

Expenses: 0.45% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs JSACX

42% FI Score
  • jsacx
  • Mutual Fund
  • Allocation
  • Target-Date

JPMorgan SmartRetirement® 2045 Fund Class C

Expenses: 0.97% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs WFTRX

41% FI Score
  • wftrx
  • Mutual Fund
  • Allocation
  • Target-Date

Wells Fargo Target 2025 Fund - Class Admin

Expenses: 0.54% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs GVSAX

41% FI Score
  • gvsax
  • Mutual Fund
  • Allocation
  • Target-Date

AllianzGI Retirement 2025 Fund Class A

Expenses: 0.35% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs AGRAX

41% FI Score
  • agrax
  • Mutual Fund
  • Allocation
  • Target-Date

AllianzGI Multi Asset Income Fund Class A

Expenses: 0.41% (Better than 1% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs CCJTX

41% FI Score
  • ccjtx
  • Mutual Fund
  • Allocation
  • Target-Date

American Funds 2055 Target Date Retirement Fund® Class C

Expenses: 1.11% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs FHAOX

41% FI Score
  • fhaox
  • Mutual Fund
  • Allocation
  • Target-Date

Fidelity Freedom® Blend 2055 Fund

Expenses: 0.56% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs WFQDX

41% FI Score
  • wfqdx
  • Mutual Fund
  • Allocation
  • Target-Date

Wells Fargo Target 2050 Fund - Class Admin

Expenses: 0.54% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs MTOKX

41% FI Score
  • mtokx
  • Mutual Fund
  • Allocation
  • Target-Date

Manning & Napier Target 2025 Series Class K

Expenses: 0.45% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

Compare PTDAX vs WFQWX

41% FI Score
  • wfqwx
  • Mutual Fund
  • Allocation
  • Target-Date

Wells Fargo Target 2035 Fund - Class Admin

Expenses: 0.54% (Better than 0% of similar funds)

This is a bad choice for a Target-Date Allocation fund. See why »

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