Principal LifeTime 2035 Fund Inst (LTIUX)
14.45
-0.01
(-0.07%)
USD |
Dec 04 2025
LTIUX Asset Allocations & Exposures
Asset Allocation
As of October 31, 2025.
| Type | % Net |
|---|---|
| Cash | 0.72% |
| Stock | 65.18% |
| Bond | 33.85% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.21% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 77.93% |
|---|---|
|
North America
|
77.11% |
| Canada | 2.64% |
| United States | 74.47% |
|
Latin America
|
0.82% |
| Brazil | 0.13% |
| Mexico | 0.10% |
| Peru | 0.03% |
As of October 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.82% |
|---|---|
| United Kingdom | 3.52% |
|
Europe Developed
|
9.06% |
| Austria | 0.61% |
| Denmark | 0.11% |
| Finland | 0.01% |
| France | 0.83% |
| Germany | 1.72% |
| Greece | 0.45% |
| Ireland | 2.29% |
| Italy | 0.55% |
| Netherlands | 1.51% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.01% |
| Switzerland | 0.56% |
|
Europe Emerging
|
0.05% |
| Poland | 0.05% |
|
Africa And Middle East
|
0.19% |
| Israel | 0.04% |
| Saudi Arabia | 0.06% |
| South Africa | 0.07% |
| United Arab Emirates | 0.01% |
| Greater Asia | 8.00% |
|---|---|
| Japan | 1.63% |
|
Australasia
|
0.04% |
| Australia | 0.04% |
|
Asia Developed
|
3.83% |
| Hong Kong | 0.91% |
| Singapore | 0.46% |
| South Korea | 0.93% |
| Taiwan | 1.50% |
|
Asia Emerging
|
2.50% |
| China | 1.89% |
| India | 0.48% |
| Indonesia | 0.07% |
| Philippines | 0.00% |
| Thailand | 0.04% |
| Unidentified Region | 1.25% |
|---|
Bond Credit Quality Exposure
| AAA | 1.77% |
| AA | 20.74% |
| A | 22.20% |
| BBB | 25.64% |
| BB | 6.59% |
| B | 4.15% |
| Below B | 1.14% |
| CCC | 1.05% |
| CC | 0.03% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.07% |
| Not Rated | 0.02% |
| Not Available | 17.75% |
| Short Term | 0.00% |
As of October 31, 2025
Stock Sector Exposure
| Cyclical |
|
25.19% |
| Materials |
|
2.60% |
| Consumer Discretionary |
|
7.50% |
| Financials |
|
11.98% |
| Real Estate |
|
3.12% |
| Sensitive |
|
29.84% |
| Communication Services |
|
6.17% |
| Energy |
|
2.13% |
| Industrials |
|
6.91% |
| Information Technology |
|
14.63% |
| Defensive |
|
10.04% |
| Consumer Staples |
|
2.25% |
| Health Care |
|
6.59% |
| Utilities |
|
1.20% |
| Not Classified |
|
34.93% |
| Non Classified Equity |
|
0.36% |
| Not Classified - Non Equity |
|
34.57% |
As of October 31, 2025
Bond Sector Exposure
As of October 31, 2025
| Type | % Net |
|---|---|
| Government | 16.08% |
| Corporate | 58.71% |
| Securitized | 22.86% |
| Municipal | 0.00% |
| Other | 2.34% |
Bond Maturity Exposure
| Short Term |
|
4.71% |
| Less than 1 Year |
|
4.71% |
| Intermediate |
|
57.52% |
| 1 to 3 Years |
|
13.45% |
| 3 to 5 Years |
|
21.12% |
| 5 to 10 Years |
|
22.94% |
| Long Term |
|
37.42% |
| 10 to 20 Years |
|
5.45% |
| 20 to 30 Years |
|
31.41% |
| Over 30 Years |
|
0.57% |
| Other |
|
0.35% |
As of October 31, 2025