Principal Lifetime Hybrid 2035 Fund Instl (PHTJX)
16.25
-0.09
(-0.55%)
USD |
May 19 2026
PHTJX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.39% |
| Stock | 65.40% |
| Bond | 33.92% |
| Convertible | 0.00% |
| Preferred | 0.09% |
| Other | 0.19% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 76.22% |
|---|---|
|
North America
|
75.22% |
| Canada | 2.13% |
| United States | 73.09% |
|
Latin America
|
1.00% |
| Brazil | 0.32% |
| Chile | 0.02% |
| Mexico | 0.24% |
| Peru | 0.09% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.10% |
|---|---|
| United Kingdom | 3.58% |
|
Europe Developed
|
7.79% |
| Austria | 0.51% |
| Denmark | 0.14% |
| Finland | 0.01% |
| France | 0.64% |
| Germany | 1.50% |
| Greece | 0.42% |
| Ireland | 1.80% |
| Italy | 0.56% |
| Netherlands | 1.34% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.06% |
| Sweden | 0.03% |
| Switzerland | 0.21% |
|
Europe Emerging
|
0.13% |
| Czech Republic | 0.03% |
| Poland | 0.07% |
|
Africa And Middle East
|
0.60% |
| Israel | 0.40% |
| Saudi Arabia | 0.08% |
| South Africa | 0.07% |
| United Arab Emirates | 0.04% |
| Greater Asia | 11.04% |
|---|---|
| Japan | 2.91% |
|
Australasia
|
0.09% |
| Australia | 0.09% |
|
Asia Developed
|
4.97% |
| Hong Kong | 1.06% |
| Singapore | 0.50% |
| South Korea | 1.76% |
| Taiwan | 1.62% |
|
Asia Emerging
|
3.07% |
| China | 1.78% |
| India | 1.03% |
| Indonesia | 0.10% |
| Philippines | 0.10% |
| Unidentified Region | 0.64% |
|---|
Bond Credit Quality Exposure
| AAA | 1.58% |
| AA | 44.95% |
| A | 10.01% |
| BBB | 11.00% |
| BB | 5.90% |
| B | 4.23% |
| Below B | 1.30% |
| CCC | 1.23% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.05% |
| Not Rated | 0.03% |
| Not Available | 21.00% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
23.11% |
| Materials |
|
2.51% |
| Consumer Discretionary |
|
6.67% |
| Financials |
|
10.42% |
| Real Estate |
|
3.51% |
| Sensitive |
|
31.81% |
| Communication Services |
|
5.62% |
| Energy |
|
2.38% |
| Industrials |
|
6.86% |
| Information Technology |
|
16.94% |
| Defensive |
|
9.92% |
| Consumer Staples |
|
2.70% |
| Health Care |
|
6.09% |
| Utilities |
|
1.12% |
| Not Classified |
|
35.17% |
| Non Classified Equity |
|
0.66% |
| Not Classified - Non Equity |
|
34.51% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 44.13% |
| Corporate | 33.25% |
| Securitized | 21.40% |
| Municipal | 0.34% |
| Other | 0.88% |
Bond Maturity Exposure
| Short Term |
|
1.40% |
| Less than 1 Year |
|
1.40% |
| Intermediate |
|
59.89% |
| 1 to 3 Years |
|
20.74% |
| 3 to 5 Years |
|
17.21% |
| 5 to 10 Years |
|
21.94% |
| Long Term |
|
38.36% |
| 10 to 20 Years |
|
9.29% |
| 20 to 30 Years |
|
28.23% |
| Over 30 Years |
|
0.85% |
| Other |
|
0.35% |
As of March 31, 2026