Principal Lifetime Hybrid 2040 Fund R-6 (PLMTX)
17.45
-0.09
(-0.51%)
USD |
May 19 2026
PLMTX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.33% |
| Stock | 76.58% |
| Bond | 22.81% |
| Convertible | 0.00% |
| Preferred | 0.11% |
| Other | 0.18% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 73.02% |
|---|---|
|
North America
|
72.00% |
| Canada | 2.28% |
| United States | 69.72% |
|
Latin America
|
1.02% |
| Brazil | 0.37% |
| Chile | 0.02% |
| Mexico | 0.23% |
| Peru | 0.09% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 13.73% |
|---|---|
| United Kingdom | 4.06% |
|
Europe Developed
|
8.84% |
| Austria | 0.59% |
| Denmark | 0.16% |
| Finland | 0.01% |
| France | 0.73% |
| Germany | 1.72% |
| Greece | 0.49% |
| Ireland | 2.06% |
| Italy | 0.66% |
| Netherlands | 1.55% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.04% |
| Sweden | 0.03% |
| Switzerland | 0.22% |
|
Europe Emerging
|
0.15% |
| Czech Republic | 0.04% |
| Poland | 0.08% |
|
Africa And Middle East
|
0.68% |
| Israel | 0.46% |
| Saudi Arabia | 0.10% |
| South Africa | 0.08% |
| United Arab Emirates | 0.04% |
| Greater Asia | 12.72% |
|---|---|
| Japan | 3.32% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
5.78% |
| Hong Kong | 1.24% |
| Singapore | 0.56% |
| South Korea | 2.05% |
| Taiwan | 1.91% |
|
Asia Emerging
|
3.53% |
| China | 2.09% |
| India | 1.22% |
| Indonesia | 0.10% |
| Philippines | 0.07% |
| Unidentified Region | 0.53% |
|---|
Bond Credit Quality Exposure
| AAA | 1.55% |
| AA | 44.04% |
| A | 9.80% |
| BBB | 10.88% |
| BB | 6.72% |
| B | 4.83% |
| Below B | 1.49% |
| CCC | 1.41% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.05% |
| Not Rated | 0.03% |
| Not Available | 20.66% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
26.77% |
| Materials |
|
2.95% |
| Consumer Discretionary |
|
7.85% |
| Financials |
|
12.28% |
| Real Estate |
|
3.69% |
| Sensitive |
|
37.46% |
| Communication Services |
|
6.62% |
| Energy |
|
2.80% |
| Industrials |
|
8.08% |
| Information Technology |
|
19.96% |
| Defensive |
|
11.68% |
| Consumer Staples |
|
3.18% |
| Health Care |
|
7.18% |
| Utilities |
|
1.32% |
| Not Classified |
|
24.09% |
| Non Classified Equity |
|
0.76% |
| Not Classified - Non Equity |
|
23.32% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 43.96% |
| Corporate | 34.07% |
| Securitized | 20.70% |
| Municipal | 0.33% |
| Other | 0.94% |
Bond Maturity Exposure
| Short Term |
|
1.42% |
| Less than 1 Year |
|
1.42% |
| Intermediate |
|
60.56% |
| 1 to 3 Years |
|
20.62% |
| 3 to 5 Years |
|
17.60% |
| 5 to 10 Years |
|
22.33% |
| Long Term |
|
37.63% |
| 10 to 20 Years |
|
9.11% |
| 20 to 30 Years |
|
27.68% |
| Over 30 Years |
|
0.84% |
| Other |
|
0.40% |
As of March 31, 2026