Principal LifeTime Hybrid 2020 Fund J (PHJTX)
12.87
+0.04
(+0.31%)
USD |
Oct 26 2026
PHJTX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.70% |
| Stock | 41.94% |
| Bond | 57.24% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.12% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 81.64% |
|---|---|
|
North America
|
80.54% |
| Canada | 2.03% |
| United States | 78.51% |
|
Latin America
|
1.09% |
| Brazil | 0.30% |
| Chile | 0.02% |
| Mexico | 0.23% |
| Peru | 0.06% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.65% |
|---|---|
| United Kingdom | 2.49% |
|
Europe Developed
|
5.77% |
| Austria | 0.36% |
| Belgium | 0.00% |
| Denmark | 0.14% |
| Finland | 0.02% |
| France | 0.75% |
| Germany | 0.59% |
| Greece | 0.30% |
| Ireland | 1.34% |
| Italy | 0.36% |
| Netherlands | 1.03% |
| Norway | 0.02% |
| Portugal | 0.00% |
| Spain | 0.08% |
| Sweden | 0.06% |
| Switzerland | 0.16% |
|
Europe Emerging
|
0.11% |
| Czech Republic | 0.01% |
| Poland | 0.06% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.29% |
| Israel | 0.18% |
| Saudi Arabia | 0.02% |
| South Africa | 0.00% |
| United Arab Emirates | 0.07% |
| Greater Asia | 6.94% |
|---|---|
| Japan | 1.88% |
|
Australasia
|
0.10% |
| Australia | 0.09% |
|
Asia Developed
|
3.52% |
| Hong Kong | 0.64% |
| Singapore | 0.36% |
| South Korea | 1.11% |
| Taiwan | 1.37% |
|
Asia Emerging
|
1.45% |
| China | 0.88% |
| India | 0.37% |
| Indonesia | 0.04% |
| Philippines | 0.11% |
| Unidentified Region | 2.76% |
|---|
Bond Credit Quality Exposure
| AAA | 9.74% |
| AA | 41.09% |
| A | 12.05% |
| BBB | 13.17% |
| BB | 4.44% |
| B | 3.85% |
| Below B | 0.87% |
| CCC | 0.80% |
| CC | 0.04% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.53% |
| Not Available | 14.26% |
| Short Term | 0.00% |
As of September 30, 2026
Stock Sector Exposure
| Cyclical |
|
33.24% |
| Materials |
|
3.46% |
| Consumer Discretionary |
|
8.57% |
| Financials |
|
15.19% |
| Real Estate |
|
6.02% |
| Sensitive |
|
51.23% |
| Communication Services |
|
7.29% |
| Energy |
|
3.17% |
| Industrials |
|
9.96% |
| Information Technology |
|
30.80% |
| Defensive |
|
14.31% |
| Consumer Staples |
|
3.64% |
| Health Care |
|
9.13% |
| Utilities |
|
1.53% |
| Not Classified |
|
1.22% |
| Non Classified Equity |
|
1.22% |
As of September 30, 2026
Bond Sector Exposure
As of September 30, 2026
| Type | % Net |
|---|---|
| Government | 39.04% |
| Corporate | 35.98% |
| Securitized | 23.81% |
| Municipal | 0.23% |
| Other | 0.93% |
Bond Maturity Exposure
| Short Term |
|
3.18% |
| Less than 1 Year |
|
3.18% |
| Intermediate |
|
63.82% |
| 1 to 3 Years |
|
23.52% |
| 3 to 5 Years |
|
20.59% |
| 5 to 10 Years |
|
19.71% |
| Long Term |
|
32.70% |
| 10 to 20 Years |
|
10.66% |
| 20 to 30 Years |
|
20.93% |
| Over 30 Years |
|
1.10% |
| Other |
|
0.30% |
As of September 30, 2026