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PTDAX
Principal LifeTime 2040 Fund Class ANMFQS

PTDAX Dividend Calculator: Forecast Your Returns

See how much monthly passive income you can generate from Principal LifeTime 2040 Fund Class A. Calculate dividend growth with DRIP and compound interest using real-time data.

Current Price
$17.26
0.17% today
PTDA

Dividend Income Calculator

Adjust parameters to see how your investment grows
Investment value: $1,726.00
Shares: 100

1 Year

15 Years

30 Years

0% (No Growth)

10%

20%

0% (No Growth)

10%

20%

DRIP (Reinvest Dividends)
Automatically reinvest dividends
Annual Contributions
Add money to investment yearly

0% (Tax-Advantaged)

20%

40%

The Snowball Effect: DRIP vs No DRIP

With DRIP
Without DRIP
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DRIP (Dividend Reinvestment Plan) significantly accelerates portfolio growth through compounding.

Is PTDAX a Good Investment for 2026?

Based on the current price of $17.26, PTDAX offers a solid dividend yield of 2.1%. This is higher than the S&P 500 average.

Historically, Principal LifeTime 2040 Fund Class A has grown its payouts by an average of 0.7% annually over the last 5 years.

With a payout ratio of N/A (ETF), the dividend appears safe.

PTDAX vs Popular Alternatives

ETF / StockCurrent Yield5Y Dividend GrowthExpense Ratio
PTDA
PTDAX
Principal LifeTime 2040 Fund Class A
0.36%0.7%0.93%ACTIVE
JEPQ_logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
6.26%-0.35%Calculate →
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SCHD
Schwab U.S. Dividend Equity ETF
1.05%9.2%0.06%Calculate →
VOO_logo
VOO
Vanguard S&P 500 ETF
7.35%7.4%0.03%Calculate →

Frequently Asked Questions about PTDAX

How much does PTDAX pay per share?

PTDAX currently pays an annual dividend of $0.36 per share, distributed annually.

When is the next ex-dividend date for PTDAX?

The next ex-dividend date for PTDAX is expected to be not yet announced. To receive the payment, you must own the stock before this date.

Is PTDAX a good dividend stock?

PTDAX has a dividend yield of 2.10% and has grown its dividend for 2 years. Its payout ratio is 0%, indicating poor dividend sustainability.
Your Annual Dividend Income
$25.34
Monthly: $2.11
Value after 10 Years:$3,157.02
Future Yield on Cost:2.5%
Total Dividends Earned:$276.79
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PTDAX Dividend Health Check

Dividend Yield2.1%
Moderate Yield
Payout Safety
Pass-Through
Fund pass-through
Growth Streak2+ Years
Dividend growth streak is not yet established
Short History
Payment FrequencyAnnual
1 payment per year
Next expected payment:
December 31, 2026