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Principal Fds, Inc. Principal Lifetime 2040 Fd Cl A: (MF: PTDAX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$15.88 USD

-0.01 (-0.06%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
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View All Zacks Mutual Fund Rank #1's

Zacks Premium Research for PTDAX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
Principal LifeTime 2040 A PTDAX 5.50 NA 0.00 0.25 0.00 0.34

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Principal LifeTime 2040 R3 PTDMX 16.36 3/1/2001 1.78 14.74 14.19 7.17
Principal LifeTime 2040 R5 PTDPX 16.61 3/1/2001 2.03 15.11 14.52 7.50
Principal LifeTime 2040 A PTDAX 15.88 10/28/2005 2.03 15.02 14.46 7.40
Principal LifeTime 2040 Inst PTDIX 16.76 10/31/2003 2.25 15.46 14.83 7.79
Principal LifeTime 2040 J PTDJX 16.50 1/27/2004 2.13 15.18 14.63 7.59

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
Principal LifeTime 2040 A PTDAX 1000 100 0 A

Contact Information

Family Principal Financial Group
Address 711 High St
Des Moines, IA 50392
Phone 800 986-3343