Principal LifeTime Hybrid 2055 Fund R-6 (PLHTX)
16.52
-0.14
(-0.84%)
USD |
Mar 04 2025
PLHTX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2025.
Type | % Net |
---|---|
Cash | 2.66% |
Stock | 93.74% |
Bond | 3.52% |
Convertible | 0.00% |
Preferred | 0.03% |
Other | 0.05% |
Market Capitalization
Large | -- |
Mid | -- |
Small | -- |
Region Exposure
Americas | 73.63% |
---|---|
North America
|
72.60% |
Canada | 2.30% |
United States | 70.30% |
Latin America
|
1.03% |
Brazil | 0.27% |
Chile | 0.00% |
Colombia | 0.00% |
Mexico | 0.31% |
Peru | 0.08% |
As of January 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
Greater Europe | 13.76% |
---|---|
United Kingdom | 3.73% |
Europe Developed
|
9.88% |
Austria | 0.31% |
Denmark | 0.40% |
Finland | 0.09% |
France | 2.10% |
Germany | 1.45% |
Greece | 0.33% |
Ireland | 1.77% |
Italy | 0.51% |
Netherlands | 1.32% |
Norway | 0.01% |
Portugal | 0.00% |
Spain | 0.38% |
Sweden | 0.37% |
Switzerland | 0.53% |
Europe Emerging
|
0.03% |
Poland | 0.03% |
Africa And Middle East
|
0.12% |
Israel | 0.03% |
Saudi Arabia | 0.04% |
South Africa | 0.03% |
United Arab Emirates | 0.01% |
Greater Asia | 9.89% |
---|---|
Japan | 3.09% |
Australasia
|
0.17% |
Australia | 0.17% |
Asia Developed
|
3.24% |
Hong Kong | 0.88% |
Singapore | 0.35% |
South Korea | 0.60% |
Taiwan | 1.40% |
Asia Emerging
|
3.40% |
China | 2.16% |
India | 0.82% |
Indonesia | 0.37% |
Philippines | 0.01% |
Thailand | 0.02% |
Unidentified Region | 2.72% |
---|
Stock Sector Exposure
Cyclical |
|
28.87% |
Materials |
|
3.22% |
Consumer Discretionary |
|
7.87% |
Financials |
|
13.57% |
Real Estate |
|
4.22% |
Sensitive |
|
46.10% |
Communication Services |
|
7.27% |
Energy |
|
4.14% |
Industrials |
|
9.82% |
Information Technology |
|
24.87% |
Defensive |
|
17.03% |
Consumer Staples |
|
5.16% |
Health Care |
|
10.12% |
Utilities |
|
1.76% |
Not Classified |
|
8.00% |
Non Classified Equity |
|
2.45% |
Not Classified - Non Equity |
|
5.55% |
As of July 31, 2024