Mutual Fund Insights: Principal LifeTime 2040 R4 Fund (PTDSX)

In-depth Analysis of Principal LifeTime 2040 R4 Fund (PTDSX)

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See Principal LifeTime 2040 R4 Fund (PTDSX) performance details as of February 28, 2010

  

Last Trade: $10.66 on 3/19/2010, Change: -0.07 (-0.65%)

  

Fund Manager - Dirk Laschanzky

Fund Manager Tenure: 9.1 years   [Similar Funds: PTDAX  PTDBX  PTDIX  PTDJX  PTDMX  PTDNX  PTDPX ]
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)

Laschanzky is a portfolio manager for PGI, responsible for portfolio implementation strategies, asset allocation and managing the midcap value and index portfolios. Prior to joining PGI in 1997, he was a portfolio manager and analyst for over seven years at AMR Investment Services. Laschanzky holds the Chartered Financial Analyst designation.  Get more insights on Dirk Laschanzky

  

 What we like about Principal LifeTime 2040 R4 Fund (PTDSX)

Data for Principal LifeTime 2040 R4 Fund (PTDSX) as of February 28, 2010

• Principal LifeTime 2040 R4 Fund (PTDSX) management has been with Principal LifeTime 2040 R4 Fund for 9.1 years
• Principal LifeTime 2040 R4 Fund (PTDSX) has good mid-term performance (3-year return -5.87% vs -5.59 % Target Date 2036-2040 category average)
• Principal LifeTime 2040 R4 Fund (PTDSX) has good Long-term performance (5-year return 0.84% vs 0.79 % Target Date 2036-2040 category average)
• Principal LifeTime 2040 R4 Fund (PTDSX) ratio of up-years vs down years is greater than 2
• Principal LifeTime 2040 R4 Fund (PTDSX) has an annual stock turnover rate of 5.80% vs Target Date 2036-2040 average of 38.17%. It is good that Principal LifeTime 2040 R4 management does not trade extensively for its return.
• Principal LifeTime 2040 R4 Fund (PTDSX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.25, lower than category average of 20.61
• Principal LifeTime 2040 R4 Fund (PTDSX) has a lower management fee than its Target Date 2036-2040 average: 0.47% vs 0.64%

  

 What we are cautious about Principal LifeTime 2040 R4 Fund (PTDSX)

Data for Principal LifeTime 2040 R4 Fund (PTDSX) as of February 28, 2010

• Principal LifeTime 2040 R4 Fund is a focused fund with 66.40% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• Principal LifeTime 2040 R4 Fund (PTDSX) has a less-than-ideal short-term performance (1-year return 51.39% vs 53.14 % Target Date 2036-2040 category average)
• Principal LifeTime 2040 R4 Fund (PTDSX) has a Morningstar rating of 3 and below
• Principal LifeTime 2040 R4 Fund (PTDSX) is less safe compared to its Target Date 2036-2040 peers
• Principal LifeTime 2040 R4 Fund (PTDSX) does not have a good risk adjusted return as its 3-year Alpha of -5.71 is worse than category average of -5.34, and its 3-year Sharpe ratio is -0.28
• Even though Principal LifeTime 2040 R4 Fund carries no load, it does have a 0.10% of 12b1 promotion, distributions, marketing expenses

See Principal LifeTime 2040 R4 Fund (PTDSX) performance details as of February 28, 2010

  

  

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Principal LifeTime 2040 R4 Fund (PTDSX) Net Asset

Track net asset change of Principal LifeTime 2040 R4 fund (PTDSX)

Date	Net Asset
02/2010	$2.23B
01/2010	$85.32M
11/2009	$91.06M

More historic net asset information on Principal LifeTime 2040 R4 Fund (PTDSX)

  

Principal LifeTime 2040 R4 Fund (PTDSX) Portfolio Allocation

Track portfolio allocation change of Principal LifeTime 2040 R4 fund (PTDSX)

Date	Cash	Stock	Bond	Other
01/2010	7.91%	77.79%	11.69%	0.68%
10/2009	6.2%	79.1%	12.38%	2.32%
09/2009	5.44%	80.03%	12.16%	2.36%

Click here to see more historic asset allocation information on Principal LifeTime 2040 R4 Fund (PTDSX)

  

Most Recent Top 10 Holdings in Principal LifeTime 2040 R4 Fund (PTDSX)

Discover what Principal LifeTime 2040 R4 Fund (PTDSX) manager is buying

31-Jan-10 Principal Discp Large Cap Blend Inst [9.86%] Principal Large Cap Growth I Inst [8.24%] Principal International Value I Instl [6.5%] Principal International Growth Inst [6.45%] Principal Large Cap Blend I Inst [6.42%] Principal High Yield I Inst [6.34%] Principal Large Cap Growth Inst [6.32%] Principal International I Inst [5.98%] Principal Large Cap Value I Inst [5.76%] Principal Large Cap Value Inst [4.53%]

31-Oct-09 Principal Discp Large Cap Blend Inst [12.19%] Principal Large Cap Growth I Inst [8.1%] Principal International Value I Instl [6.76%] Principal International I Inst [6.71%] Principal International Growth Inst [6.59%] Principal Large Cap Blend I Inst [6.46%] Principal Large Cap Growth Inst [6.33%] Principal High Yield I Inst [6.21%] Principal Large Cap Value III Inst [4.5%] Principal Intl Emerging Markets Inst [4.49%]

30-Sep-09 Principal Discp Large Cap Blend Inst [12.21%] Principal Large Cap Growth I Inst [8.06%] Principal International Value I Instl [6.85%] Principal International I Inst [6.72%] Principal International Growth Inst [6.52%] Principal Large Cap Blend I Inst [6.42%] Principal Large Cap Growth Inst [6.36%] Principal High Yield I Inst [5.97%] Principal Large Cap Value Inst [4.52%] Principal Large Cap Value III Inst [4.51%]

Click here for Stock Holding Change Map in Principal LifeTime 2040 R4 Fund (PTDSX)

  

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See more information on Principal LifeTime 2040 R4 Fund (PTDSX)

• Principal LifeTime 2040 R4 Fund Insights
• Principal LifeTime 2040 R4 Fund Performance Data
• Principal LifeTime 2040 R4 Fund News
• Principal LifeTime 2040 R4 Fund Score Explaination
• Principal LifeTime 2040 R4 Fund Manager Information
• Historic Principal LifeTime 2040 R4 Fund Asset Allocation Report
• Historic Principal LifeTime 2040 R4 Fund Top 10 Holding Tracking
• Historic Principal LifeTime 2040 R4 Fund Asset Under Management Tracking