Principal LifeTime Hybrid 2065 Fund Instl (PLHHX)
14.23
-0.24
(-1.66%)
USD |
Apr 21 2025
PLHHX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 2.57% |
| Stock | 93.67% |
| Bond | 3.67% |
| Convertible | 0.00% |
| Preferred | 0.03% |
| Other | 0.06% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 72.24% |
|---|---|
|
North America
|
71.75% |
| Canada | 2.16% |
| United States | 69.59% |
|
Latin America
|
0.49% |
| Brazil | 0.13% |
| Chile | 0.00% |
| Colombia | 0.00% |
| Mexico | 0.09% |
| Peru | 0.01% |
As of February 28, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.87% |
|---|---|
| United Kingdom | 4.46% |
|
Europe Developed
|
11.25% |
| Austria | 0.85% |
| Denmark | 0.20% |
| Finland | 0.00% |
| France | 1.78% |
| Germany | 2.34% |
| Greece | 0.51% |
| Ireland | 2.29% |
| Italy | 0.95% |
| Netherlands | 1.43% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.01% |
| Sweden | 0.06% |
| Switzerland | 0.19% |
|
Europe Emerging
|
0.03% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.12% |
| Israel | 0.03% |
| Saudi Arabia | 0.04% |
| South Africa | 0.02% |
| United Arab Emirates | 0.01% |
| Greater Asia | 9.25% |
|---|---|
| Japan | 3.01% |
|
Australasia
|
0.32% |
| Australia | 0.32% |
|
Asia Developed
|
2.97% |
| Hong Kong | 0.86% |
| Singapore | 0.09% |
| South Korea | 0.71% |
| Taiwan | 1.30% |
|
Asia Emerging
|
2.97% |
| China | 2.54% |
| India | 0.32% |
| Indonesia | 0.07% |
| Philippines | 0.01% |
| Thailand | 0.02% |
| Unidentified Region | 2.64% |
|---|
Stock Sector Exposure
| Cyclical |
|
28.94% |
| Materials |
|
3.23% |
| Consumer Discretionary |
|
7.88% |
| Financials |
|
13.57% |
| Real Estate |
|
4.26% |
| Sensitive |
|
46.04% |
| Communication Services |
|
7.25% |
| Energy |
|
4.14% |
| Industrials |
|
9.84% |
| Information Technology |
|
24.80% |
| Defensive |
|
17.02% |
| Consumer Staples |
|
5.16% |
| Health Care |
|
10.11% |
| Utilities |
|
1.76% |
| Not Classified |
|
8.01% |
| Non Classified Equity |
|
2.44% |
| Not Classified - Non Equity |
|
5.57% |
As of July 31, 2024