Principal LifeTime Hybrid 2020 Fund J (PHJTX)
12.25
+0.10
(+0.82%)
USD |
Mar 23 2026
PHJTX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2026.
| Type | % Net |
|---|---|
| Cash | 0.93% |
| Stock | 42.19% |
| Bond | 56.60% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.22% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 80.19% |
|---|---|
|
North America
|
79.18% |
| Canada | 2.08% |
| United States | 77.10% |
|
Latin America
|
1.01% |
| Brazil | 0.21% |
| Chile | 0.03% |
| Mexico | 0.22% |
| Peru | 0.08% |
As of February 28, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.63% |
|---|---|
| United Kingdom | 2.64% |
|
Europe Developed
|
6.58% |
| Austria | 0.45% |
| Denmark | 0.09% |
| Finland | 0.02% |
| France | 0.78% |
| Germany | 0.82% |
| Greece | 0.37% |
| Ireland | 1.74% |
| Italy | 0.38% |
| Netherlands | 1.10% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.07% |
| Sweden | 0.06% |
| Switzerland | 0.22% |
|
Europe Emerging
|
0.10% |
| Czech Republic | 0.02% |
| Poland | 0.06% |
|
Africa And Middle East
|
0.32% |
| Israel | 0.16% |
| Saudi Arabia | 0.07% |
| South Africa | 0.05% |
| United Arab Emirates | 0.03% |
| Greater Asia | 6.97% |
|---|---|
| Japan | 1.72% |
|
Australasia
|
0.10% |
| Australia | 0.10% |
|
Asia Developed
|
3.13% |
| Hong Kong | 0.77% |
| Singapore | 0.40% |
| South Korea | 0.95% |
| Taiwan | 0.97% |
|
Asia Emerging
|
2.02% |
| China | 1.21% |
| India | 0.57% |
| Indonesia | 0.08% |
| Philippines | 0.11% |
| Thailand | 0.01% |
| Unidentified Region | 3.21% |
|---|
Bond Credit Quality Exposure
| AAA | 9.01% |
| AA | 42.34% |
| A | 11.33% |
| BBB | 13.25% |
| BB | 4.66% |
| B | 3.44% |
| Below B | 1.01% |
| CCC | 0.96% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.03% |
| Not Available | 14.95% |
| Short Term | 0.00% |
As of February 28, 2026
Stock Sector Exposure
| Cyclical |
|
15.36% |
| Materials |
|
1.66% |
| Consumer Discretionary |
|
4.43% |
| Financials |
|
6.83% |
| Real Estate |
|
2.43% |
| Sensitive |
|
19.79% |
| Communication Services |
|
3.90% |
| Energy |
|
1.33% |
| Industrials |
|
3.93% |
| Information Technology |
|
10.62% |
| Defensive |
|
6.66% |
| Consumer Staples |
|
1.61% |
| Health Care |
|
4.32% |
| Utilities |
|
0.72% |
| Not Classified |
|
58.20% |
| Non Classified Equity |
|
0.53% |
| Not Classified - Non Equity |
|
57.67% |
As of February 28, 2026
Bond Sector Exposure
As of February 28, 2026
| Type | % Net |
|---|---|
| Government | 41.85% |
| Corporate | 34.53% |
| Securitized | 22.63% |
| Municipal | 0.23% |
| Other | 0.75% |
Bond Maturity Exposure
| Short Term |
|
5.02% |
| Less than 1 Year |
|
5.02% |
| Intermediate |
|
62.42% |
| 1 to 3 Years |
|
20.41% |
| 3 to 5 Years |
|
22.26% |
| 5 to 10 Years |
|
19.75% |
| Long Term |
|
32.29% |
| 10 to 20 Years |
|
9.65% |
| 20 to 30 Years |
|
21.17% |
| Over 30 Years |
|
1.47% |
| Other |
|
0.28% |
As of February 28, 2026