Principal LifeTime 2065 Fund R-5 (PLJEX)
15.23
-0.08
(-0.52%)
USD |
Mar 13 2026
PLJEX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.55% |
| Stock | 95.18% |
| Bond | 3.84% |
| Convertible | 0.00% |
| Preferred | 0.09% |
| Other | 0.35% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 67.75% |
|---|---|
|
North America
|
66.53% |
| Canada | 3.59% |
| United States | 62.93% |
|
Latin America
|
1.22% |
| Brazil | 0.35% |
| Mexico | 0.21% |
| Peru | 0.10% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 18.78% |
|---|---|
| United Kingdom | 5.24% |
|
Europe Developed
|
13.03% |
| Austria | 1.00% |
| Denmark | 0.20% |
| Finland | 0.01% |
| France | 1.43% |
| Germany | 1.98% |
| Greece | 0.81% |
| Ireland | 3.32% |
| Italy | 0.83% |
| Netherlands | 2.18% |
| Portugal | 0.02% |
| Spain | 0.02% |
| Sweden | 0.02% |
| Switzerland | 0.59% |
|
Europe Emerging
|
0.11% |
| Poland | 0.08% |
|
Africa And Middle East
|
0.41% |
| Israel | 0.13% |
| Saudi Arabia | 0.11% |
| South Africa | 0.10% |
| United Arab Emirates | 0.05% |
| Greater Asia | 12.82% |
|---|---|
| Japan | 2.83% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
5.87% |
| Hong Kong | 1.42% |
| Singapore | 0.75% |
| South Korea | 1.45% |
| Taiwan | 2.23% |
|
Asia Emerging
|
4.04% |
| China | 2.87% |
| India | 0.99% |
| Indonesia | 0.10% |
| Thailand | 0.02% |
| Unidentified Region | 0.65% |
|---|
Stock Sector Exposure
| Cyclical |
|
35.58% |
| Materials |
|
3.86% |
| Consumer Discretionary |
|
10.59% |
| Financials |
|
17.68% |
| Real Estate |
|
3.45% |
| Sensitive |
|
44.06% |
| Communication Services |
|
9.19% |
| Energy |
|
3.45% |
| Industrials |
|
9.18% |
| Information Technology |
|
22.24% |
| Defensive |
|
15.66% |
| Consumer Staples |
|
3.29% |
| Health Care |
|
10.63% |
| Utilities |
|
1.74% |
| Not Classified |
|
4.71% |
| Non Classified Equity |
|
0.39% |
| Not Classified - Non Equity |
|
4.32% |
As of January 31, 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 | -- |