Funds PTDAX Can Replace
54 funds
FSI > 80 out of 2,350 similar funds
Which Funds Can PTDAX Replace?
Principal LifeTime 2040 Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.
Competing Fund AUM
$68.58B
Assets in funds PTDAX can compete with and replace
Outperformance Rank
#1,839
Rank among 2,350 similar funds
Who Holds Credible Replacements?
24 firms
1,347 connected advisors
Opportunity analysis
PTDAX can replace 54 funds with FSI above 80 out of 2,350 similar funds, representing $68.58B in competing fund AUM. Its outperformance rank is #1,839 among those similar funds. 24 13F firms and 1,347 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 10.6%.
Fund details
- Vehicle
- Mutual fund
- Issuer
- nan
- Focus
- —
- Net expense ratio
- 0.88%
- Assets under management
- $4.46B