Principal LifeTime 2065 Fund R-5 (PLJEX)
15.97
+0.04
(+0.25%)
USD |
Dec 24 2025
PLJEX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.53% |
| Stock | 95.31% |
| Bond | 3.75% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.23% |
|---|---|
|
North America
|
68.18% |
| Canada | 3.48% |
| United States | 64.69% |
|
Latin America
|
1.05% |
| Brazil | 0.25% |
| Mexico | 0.14% |
| Peru | 0.06% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.16% |
|---|---|
| United Kingdom | 5.12% |
|
Europe Developed
|
12.70% |
| Austria | 0.92% |
| Denmark | 0.17% |
| Finland | 0.01% |
| France | 1.34% |
| Germany | 2.10% |
| Greece | 0.68% |
| Ireland | 3.25% |
| Italy | 0.82% |
| Netherlands | 2.10% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.02% |
| Switzerland | 0.73% |
|
Europe Emerging
|
0.08% |
| Poland | 0.06% |
|
Africa And Middle East
|
0.26% |
| Israel | 0.06% |
| Saudi Arabia | 0.09% |
| South Africa | 0.09% |
| United Arab Emirates | 0.02% |
| Greater Asia | 11.98% |
|---|---|
| Japan | 2.72% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
5.66% |
| Hong Kong | 1.25% |
| Singapore | 0.67% |
| South Korea | 1.51% |
| Taiwan | 2.22% |
|
Asia Emerging
|
3.52% |
| China | 2.61% |
| India | 0.71% |
| Indonesia | 0.10% |
| Philippines | 0.00% |
| Thailand | 0.06% |
| Unidentified Region | 0.64% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.11% |
| Materials |
|
3.67% |
| Consumer Discretionary |
|
10.46% |
| Financials |
|
17.41% |
| Real Estate |
|
3.57% |
| Sensitive |
|
44.86% |
| Communication Services |
|
8.88% |
| Energy |
|
3.42% |
| Industrials |
|
9.58% |
| Information Technology |
|
22.98% |
| Defensive |
|
15.36% |
| Consumer Staples |
|
3.25% |
| Health Care |
|
10.28% |
| Utilities |
|
1.83% |
| Not Classified |
|
4.67% |
| Non Classified Equity |
|
0.42% |
| Not Classified - Non Equity |
|
4.25% |
As of November 30, 2025
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 | -- |