Principal LifeTime 2040 Fund Institutional Class (PTDIX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.22% | 9.20% | -5.98% |
Year-to-Date | 5.45% | 9.62% | -4.17% |
1 Year | 16.30% | 0.00% | 16.30% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
25%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 25% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.04%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$53
Real cost (fees + lost compounding)
$65
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-3.93%