Principal LifeTime Hybrid 2020 Fund Instl (PHTTX)
12.71
-0.04
(-0.31%)
USD |
Mar 02 2026
PHTTX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.71% |
| Stock | 42.21% |
| Bond | 56.72% |
| Convertible | 0.00% |
| Preferred | 0.03% |
| Other | 0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 81.01% |
|---|---|
|
North America
|
80.04% |
| Canada | 2.29% |
| United States | 77.74% |
|
Latin America
|
0.98% |
| Brazil | 0.19% |
| Chile | 0.03% |
| Mexico | 0.23% |
| Peru | 0.08% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 9.69% |
|---|---|
| United Kingdom | 2.78% |
|
Europe Developed
|
6.63% |
| Austria | 0.49% |
| Denmark | 0.09% |
| Finland | 0.02% |
| France | 0.77% |
| Germany | 0.90% |
| Greece | 0.36% |
| Ireland | 1.76% |
| Italy | 0.38% |
| Netherlands | 0.99% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.07% |
| Sweden | 0.06% |
| Switzerland | 0.23% |
|
Europe Emerging
|
0.07% |
| Poland | 0.05% |
|
Africa And Middle East
|
0.21% |
| Israel | 0.07% |
| Saudi Arabia | 0.05% |
| South Africa | 0.05% |
| United Arab Emirates | 0.02% |
| Greater Asia | 6.17% |
|---|---|
| Japan | 1.53% |
|
Australasia
|
0.10% |
| Australia | 0.10% |
|
Asia Developed
|
2.63% |
| Hong Kong | 0.64% |
| Singapore | 0.40% |
| South Korea | 0.67% |
| Taiwan | 0.88% |
|
Asia Emerging
|
1.91% |
| China | 1.26% |
| India | 0.43% |
| Indonesia | 0.08% |
| Philippines | 0.11% |
| Thailand | 0.01% |
| Unidentified Region | 3.13% |
|---|
Bond Credit Quality Exposure
| AAA | 9.47% |
| AA | 41.66% |
| A | 11.41% |
| BBB | 13.54% |
| BB | 4.65% |
| B | 3.36% |
| Below B | 0.92% |
| CCC | 0.91% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.02% |
| Not Available | 14.96% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
15.41% |
| Materials |
|
1.55% |
| Consumer Discretionary |
|
4.62% |
| Financials |
|
6.89% |
| Real Estate |
|
2.35% |
| Sensitive |
|
20.04% |
| Communication Services |
|
4.10% |
| Energy |
|
1.55% |
| Industrials |
|
3.79% |
| Information Technology |
|
10.60% |
| Defensive |
|
6.72% |
| Consumer Staples |
|
1.54% |
| Health Care |
|
4.44% |
| Utilities |
|
0.73% |
| Not Classified |
|
57.83% |
| Non Classified Equity |
|
0.17% |
| Not Classified - Non Equity |
|
57.66% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 40.48% |
| Corporate | 34.86% |
| Securitized | 23.54% |
| Municipal | 0.22% |
| Other | 0.90% |
Bond Maturity Exposure
| Short Term |
|
4.15% |
| Less than 1 Year |
|
4.15% |
| Intermediate |
|
62.25% |
| 1 to 3 Years |
|
20.15% |
| 3 to 5 Years |
|
22.76% |
| 5 to 10 Years |
|
19.34% |
| Long Term |
|
33.12% |
| 10 to 20 Years |
|
10.16% |
| 20 to 30 Years |
|
21.70% |
| Over 30 Years |
|
1.26% |
| Other |
|
0.48% |
As of January 31, 2026