Principal LifeTime Hybrid 2020 Fund Instl (PHTTX)
13.00
+0.01
(+0.08%)
USD |
May 27 2026
PHTTX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.72% |
| Stock | 41.81% |
| Bond | 57.25% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.15% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 80.75% |
|---|---|
|
North America
|
79.62% |
| Canada | 2.14% |
| United States | 77.48% |
|
Latin America
|
1.13% |
| Brazil | 0.27% |
| Chile | 0.03% |
| Mexico | 0.23% |
| Peru | 0.07% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.91% |
|---|---|
| United Kingdom | 2.66% |
|
Europe Developed
|
5.77% |
| Austria | 0.31% |
| Denmark | 0.13% |
| Finland | 0.02% |
| France | 0.63% |
| Germany | 1.01% |
| Greece | 0.25% |
| Ireland | 1.46% |
| Italy | 0.36% |
| Netherlands | 0.75% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.07% |
| Sweden | 0.07% |
| Switzerland | 0.23% |
|
Europe Emerging
|
0.11% |
| Czech Republic | 0.02% |
| Poland | 0.07% |
| Turkey | 0.01% |
|
Africa And Middle East
|
0.37% |
| Israel | 0.24% |
| Saudi Arabia | 0.06% |
| South Africa | 0.02% |
| United Arab Emirates | 0.03% |
| Greater Asia | 7.07% |
|---|---|
| Japan | 1.96% |
|
Australasia
|
0.11% |
| Australia | 0.11% |
|
Asia Developed
|
2.77% |
| Hong Kong | 0.71% |
| Singapore | 0.11% |
| South Korea | 0.90% |
| Taiwan | 1.01% |
|
Asia Emerging
|
2.22% |
| China | 1.40% |
| India | 0.60% |
| Indonesia | 0.08% |
| Philippines | 0.11% |
| Thailand | 0.00% |
| Unidentified Region | 3.27% |
|---|
Bond Credit Quality Exposure
| AAA | 9.29% |
| AA | 41.96% |
| A | 11.80% |
| BBB | 13.67% |
| BB | 4.61% |
| B | 3.54% |
| Below B | 0.95% |
| CCC | 0.90% |
| CC | 0.01% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.03% |
| Not Available | 14.15% |
| Short Term | 0.00% |
As of April 30, 2026
Stock Sector Exposure
| Cyclical |
|
15.05% |
| Materials |
|
1.63% |
| Consumer Discretionary |
|
4.18% |
| Financials |
|
6.62% |
| Real Estate |
|
2.62% |
| Sensitive |
|
19.92% |
| Communication Services |
|
3.55% |
| Energy |
|
1.67% |
| Industrials |
|
4.24% |
| Information Technology |
|
10.46% |
| Defensive |
|
6.40% |
| Consumer Staples |
|
1.72% |
| Health Care |
|
3.83% |
| Utilities |
|
0.84% |
| Not Classified |
|
58.63% |
| Non Classified Equity |
|
0.61% |
| Not Classified - Non Equity |
|
58.02% |
As of April 30, 2026
Bond Sector Exposure
As of April 30, 2026
| Type | % Net |
|---|---|
| Government | 40.16% |
| Corporate | 35.86% |
| Securitized | 22.93% |
| Municipal | 0.22% |
| Other | 0.83% |
Bond Maturity Exposure
| Short Term |
|
4.35% |
| Less than 1 Year |
|
4.35% |
| Intermediate |
|
63.26% |
| 1 to 3 Years |
|
22.04% |
| 3 to 5 Years |
|
21.26% |
| 5 to 10 Years |
|
19.97% |
| Long Term |
|
32.11% |
| 10 to 20 Years |
|
10.00% |
| 20 to 30 Years |
|
20.87% |
| Over 30 Years |
|
1.24% |
| Other |
|
0.28% |
As of April 30, 2026