Verdicts genuinely change. Free email alert the moment PTDIX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
Principal LifeTime 2040 Fund · Principal Funds, Inc
19 holdings
UNVERIFIED None of this fund's 19 holdings matched a company in our screened universe. It does file equity positions — the shortfall is in our matching, not in the fund, and it can close on a later screen. Usually this is foreign listings or naming we have not yet resolved.
Largest holdings: LargeCap S&P 500 Index Fund, Core Fixed Income Fund, International Equity Fund, Equity Income Fund, LargeCap Value Fund III.
19 holdings, 0 matched (0% of weight). Portfolio as of 2026-07-31, filed 2026-09-25. Source: SEC Form N-PORT.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| LargeCap S&P 500 Index Fund | UNSCREENED | 20.29% | no in-house ratios for this holding |
| Core Fixed Income Fund | UNSCREENED | 19.50% | no in-house ratios for this holding |
| International Equity Fund | UNSCREENED | 19.36% | no in-house ratios for this holding |
| Equity Income Fund | UNSCREENED | 5.68% | no in-house ratios for this holding |
| LargeCap Value Fund III | UNSCREENED | 5.46% | no in-house ratios for this holding |
| Global Emerging Markets Fund | UNSCREENED | 5.31% | no in-house ratios for this holding |
| LargeCap Growth Fund I | UNSCREENED | 4.66% | no in-house ratios for this holding |
| Blue Chip Fund | UNSCREENED | 4.32% | no in-house ratios for this holding |
| SmallCap Fund | UNSCREENED | 3.45% | no in-house ratios for this holding |
| High Yield Fund | UNSCREENED | 3.37% | no in-house ratios for this holding |
| Real Estate Securities Fund | UNSCREENED | 2.55% | no in-house ratios for this holding |
| Small-MidCap Dividend Income Fund | UNSCREENED | 2.06% | no in-house ratios for this holding |
| MidCap Fund | UNSCREENED | 1.46% | no in-house ratios for this holding |
| Principal Capital Appreciation Fund | UNSCREENED | 0.75% | no in-house ratios for this holding |
| International Small Company Fund | UNSCREENED | 0.71% | no in-house ratios for this holding |
| Principal U.S. Mega-Cap ETF | UNSCREENED | 0.35% | no in-house ratios for this holding |
| SmallCap S&P 600 Index Fund | UNSCREENED | 0.29% | no in-house ratios for this holding |
| Spectrum Preferred and Capital Securities Income Fund | UNSCREENED | 0.22% | no in-house ratios for this holding |
| Principal U.S. Small-Cap ETF | UNSCREENED | 0.12% | no in-house ratios for this holding |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| LargeCap S&P 500 Index Fundnot matched to a ticker | 20.29% | Not screened |
| Core Fixed Income Fundnot matched to a ticker | 19.50% | Not screened |
| International Equity Fundnot matched to a ticker | 19.36% | Not screened |
| Equity Income Fundnot matched to a ticker | 5.68% | Not screened |
| LargeCap Value Fund IIInot matched to a ticker | 5.46% | Not screened |
| Global Emerging Markets Fundnot matched to a ticker | 5.31% | Not screened |
| LargeCap Growth Fund Inot matched to a ticker | 4.66% | Not screened |
| Blue Chip Fundnot matched to a ticker | 4.32% | Not screened |
| SmallCap Fundnot matched to a ticker | 3.45% | Not screened |
| High Yield Fundnot matched to a ticker | 3.37% | Not screened |
Top 10 of 19 holdings, 91.4% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for PTDIX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 50.50 | NEUTRAL |
| Stochastic %K (14) | 51.52 | NEUTRAL |
| CCI (20) | 35.35 | NEUTRAL |
| Williams %R (14) | -48.48 | NEUTRAL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | -0.22 | SELL |
| Momentum (10) | -0.04 | SELL |
| EMA (10) | 17.96 | BUY |
| SMA (10) | 17.93 | BUY |
| EMA (20) | 17.98 | BUY |
| SMA (20) | 17.96 | BUY |
| EMA (30) | 17.99 | BUY |
| SMA (30) | 18.01 | SELL |
| EMA (50) | 17.98 | BUY |
| SMA (50) | 18.08 | SELL |
| EMA (100) | 17.83 | BUY |
| SMA (100) | 17.91 | BUY |
| EMA (200) | 17.44 | BUY |
| SMA (200) | 17.44 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.