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14.08

FUND

^0.11

0.79%

May 19 2013

Advice

Diversification Suggestion

Use Principal to enhance returns of your portfolios. The fund experiences moderate upward volatility

Analyze Principal LifeTime 2040 B Trend or Check current 30 days Principal correlation with market (S&P 500)

1 Month Beta

0.86

Highest Price:

Lowest Price:

13.99

13.29

May 14 2013

April 19 2013

Principal returns are very sensitive to returns on the market. As market goes up or down, Principal is expected to follow.

Principal LifeTime 2040 B llmost one Beta

PTDBX

NASDAQ

Principal LifeTime 2040 B

Principal Funds

Target Date 2036-2040

Contact Number: 800. 222. 5852

Currency: USD - US Dollar

Traded on NASDAQ Stock Exchange

Number of Employees	1
Net Asset	3.43 B
Last Dividend Paid	0.11

Russel		1.11 %
SP 500		1.03 %
Nasdaq		0.97 %
NYSE		0.92 %
PTDBX		0.79 %

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Dirk Laschanzky Money Manager

Fund Manager since February 28, 2001

Dirk Laschanzky, CFA Portfolio Manager Dirk is a portfolio manager for MultiAsset Advisors, an investment boutique of Principal Global Investors. He heads the firm asset allocation group and is a lead manager of the Prin...

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Principal Price and Market Media

The median price of Principal for the period between Fri, Apr 19, 2013 and Sun, May 19, 2013 is 13.67 with a coefficient of variation of 1.56. The daily time series for the period is distributed with a sample standard deviation of 0.21, arithmetic mean of 13.67, and mean deviation of 0.18. The Fund did not receive any noticable media coverage during the period.

Principal

Market

Price Growth (%)

Timeline

Principal Summary

Principal LifeTime 2040 B [PTDBX] is traded in USA and was established in June 27, 2005. The fund is listed under Target Date 2036-2040 category and is part of Principal Funds family. This fund at this time has accumulated 3.43 B in assets with minimum initial investment of 1 K. Principal LifeTime 2040 B is currently producing year-to-date (YTD) return of 4.29% with the current yeild of 0.86%, while the total return for the last 3 years was 15.86%.

Check Principal Probability Of Bankruptcy

Fund Instrument Allocation for Principal

The fund consists of 78.77% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.

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Past Market

Performance

Over 30

Days

Out Of

100

Chance of

Bankruptcy

Less

Than

16 %

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Principal vs. Vanguard

Correlation analysis and fundamentals comparison between Principal LifeTime 2040 B and Vanguard Target Reti

Correlation

Fundamentals

Principal Asset Under Management

Principal LifeTime 2040 B is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Target Date 2036-2040 category is currently estimated at about 72.82 Billion. Principal holds roughly 3.43 Billion in net asset claiming about 5% of funds listed under Target Date 2036-2040 category.

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