Principal LifeTime 2035 Fund Inst (LTIUX)
13.05
+0.15
(+1.16%)
USD |
Mar 23 2026
LTIUX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.76% |
| Stock | 65.55% |
| Bond | 33.33% |
| Convertible | 0.00% |
| Preferred | 0.10% |
| Other | 0.27% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 75.64% |
|---|---|
|
North America
|
74.54% |
| Canada | 2.59% |
| United States | 71.95% |
|
Latin America
|
1.10% |
| Brazil | 0.32% |
| Mexico | 0.15% |
| Peru | 0.08% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.11% |
|---|---|
| United Kingdom | 3.42% |
|
Europe Developed
|
9.12% |
| Austria | 0.65% |
| Denmark | 0.14% |
| Finland | 0.01% |
| France | 1.05% |
| Germany | 1.20% |
| Greece | 0.57% |
| Ireland | 2.32% |
| Italy | 0.58% |
| Netherlands | 1.66% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.01% |
| Switzerland | 0.45% |
|
Europe Emerging
|
0.12% |
| Czech Republic | 0.03% |
| Poland | 0.07% |
|
Africa And Middle East
|
0.45% |
| Israel | 0.21% |
| Saudi Arabia | 0.12% |
| South Africa | 0.08% |
| United Arab Emirates | 0.04% |
| Greater Asia | 10.04% |
|---|---|
| Japan | 2.24% |
|
Australasia
|
0.05% |
| Australia | 0.05% |
|
Asia Developed
|
4.83% |
| Hong Kong | 1.19% |
| Singapore | 0.52% |
| South Korea | 1.44% |
| Taiwan | 1.66% |
|
Asia Emerging
|
2.92% |
| China | 1.89% |
| India | 0.90% |
| Indonesia | 0.06% |
| Thailand | 0.01% |
| Unidentified Region | 1.20% |
|---|
Bond Credit Quality Exposure
| AAA | 1.33% |
| AA | 20.93% |
| A | 21.09% |
| BBB | 26.08% |
| BB | 6.69% |
| B | 4.31% |
| Below B | 1.26% |
| CCC | 1.20% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.04% |
| Not Rated | 0.03% |
| Not Available | 18.28% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
24.80% |
| Materials |
|
2.74% |
| Consumer Discretionary |
|
6.94% |
| Financials |
|
11.99% |
| Real Estate |
|
3.14% |
| Sensitive |
|
29.66% |
| Communication Services |
|
5.97% |
| Energy |
|
2.00% |
| Industrials |
|
6.34% |
| Information Technology |
|
15.34% |
| Defensive |
|
10.63% |
| Consumer Staples |
|
2.34% |
| Health Care |
|
7.11% |
| Utilities |
|
1.19% |
| Not Classified |
|
34.91% |
| Non Classified Equity |
|
0.81% |
| Not Classified - Non Equity |
|
34.10% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 16.65% |
| Corporate | 58.51% |
| Securitized | 22.73% |
| Municipal | 0.00% |
| Other | 2.11% |
Bond Maturity Exposure
| Short Term |
|
4.53% |
| Less than 1 Year |
|
4.53% |
| Intermediate |
|
56.86% |
| 1 to 3 Years |
|
12.39% |
| 3 to 5 Years |
|
23.11% |
| 5 to 10 Years |
|
21.37% |
| Long Term |
|
38.26% |
| 10 to 20 Years |
|
5.65% |
| 20 to 30 Years |
|
31.98% |
| Over 30 Years |
|
0.63% |
| Other |
|
0.35% |
As of February 28, 2026