Principal LifeTime Hybrid 2055 Fund R-6 (PLHTX)
20.85
+0.13
(+0.63%)
USD |
Oct 26 2026
PLHTX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.43% |
| Stock | 96.07% |
| Bond | 3.34% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.15% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.46% |
|---|---|
|
North America
|
68.23% |
| Canada | 2.28% |
| United States | 65.95% |
|
Latin America
|
1.23% |
| Brazil | 0.67% |
| Chile | 0.00% |
| Mexico | 0.23% |
| Peru | 0.07% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.25% |
|---|---|
| United Kingdom | 4.22% |
|
Europe Developed
|
10.28% |
| Austria | 0.77% |
| Denmark | 0.22% |
| Finland | 0.01% |
| France | 1.21% |
| Germany | 1.17% |
| Greece | 0.69% |
| Ireland | 2.03% |
| Italy | 0.80% |
| Netherlands | 2.27% |
| Norway | 0.00% |
| Portugal | 0.01% |
| Spain | 0.01% |
| Sweden | 0.03% |
| Switzerland | 0.23% |
|
Europe Emerging
|
0.19% |
| Czech Republic | 0.03% |
| Poland | 0.07% |
| Turkey | 0.05% |
|
Africa And Middle East
|
0.57% |
| Israel | 0.35% |
| Saudi Arabia | 0.06% |
| United Arab Emirates | 0.17% |
| Greater Asia | 14.77% |
|---|---|
| Japan | 3.74% |
|
Australasia
|
0.05% |
| Australia | 0.05% |
|
Asia Developed
|
7.96% |
| Hong Kong | 1.47% |
| Singapore | 0.69% |
| South Korea | 2.54% |
| Taiwan | 3.26% |
|
Asia Emerging
|
3.02% |
| China | 2.04% |
| India | 0.88% |
| Indonesia | 0.00% |
| Philippines | 0.01% |
| Unidentified Region | 0.51% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.91% |
| Materials |
|
3.37% |
| Consumer Discretionary |
|
8.81% |
| Financials |
|
15.73% |
| Real Estate |
|
4.01% |
| Sensitive |
|
52.62% |
| Communication Services |
|
7.55% |
| Energy |
|
3.06% |
| Industrials |
|
10.13% |
| Information Technology |
|
31.88% |
| Defensive |
|
14.53% |
| Consumer Staples |
|
3.76% |
| Health Care |
|
9.46% |
| Utilities |
|
1.31% |
| Not Classified |
|
0.94% |
| Non Classified Equity |
|
0.94% |
As of September 30, 2026
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |