Principal Lifetime Hybrid 2035 Fund R-6 (PLRTX)
16.03
+0.05
(+0.31%)
USD |
Dec 23 2025
PLRTX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.98% |
| Stock | 64.97% |
| Bond | 33.90% |
| Convertible | 0.00% |
| Preferred | 0.04% |
| Other | 0.11% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 77.84% |
|---|---|
|
North America
|
77.09% |
| Canada | 2.24% |
| United States | 74.84% |
|
Latin America
|
0.76% |
| Brazil | 0.17% |
| Chile | 0.03% |
| Mexico | 0.19% |
| Peru | 0.07% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 12.43% |
|---|---|
| United Kingdom | 3.66% |
|
Europe Developed
|
8.48% |
| Austria | 0.67% |
| Denmark | 0.12% |
| Finland | 0.01% |
| France | 0.84% |
| Germany | 1.43% |
| Greece | 0.46% |
| Ireland | 2.08% |
| Italy | 0.56% |
| Netherlands | 1.45% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.06% |
| Sweden | 0.03% |
| Switzerland | 0.20% |
|
Europe Emerging
|
0.08% |
| Poland | 0.07% |
|
Africa And Middle East
|
0.21% |
| Israel | 0.07% |
| Saudi Arabia | 0.06% |
| South Africa | 0.06% |
| United Arab Emirates | 0.01% |
| Greater Asia | 8.46% |
|---|---|
| Japan | 2.03% |
|
Australasia
|
0.10% |
| Australia | 0.10% |
|
Asia Developed
|
3.81% |
| Hong Kong | 0.86% |
| Singapore | 0.53% |
| South Korea | 1.05% |
| Taiwan | 1.34% |
|
Asia Emerging
|
2.52% |
| China | 1.78% |
| India | 0.48% |
| Indonesia | 0.10% |
| Philippines | 0.10% |
| Thailand | 0.03% |
| Unidentified Region | 1.26% |
|---|
Bond Credit Quality Exposure
| AAA | 1.86% |
| AA | 43.80% |
| A | 10.20% |
| BBB | 11.03% |
| BB | 5.66% |
| B | 4.21% |
| Below B | 1.08% |
| CCC | 1.06% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.02% |
| Not Available | 22.13% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
22.60% |
| Materials |
|
2.18% |
| Consumer Discretionary |
|
7.08% |
| Financials |
|
10.18% |
| Real Estate |
|
3.17% |
| Sensitive |
|
32.31% |
| Communication Services |
|
6.24% |
| Energy |
|
2.24% |
| Industrials |
|
6.11% |
| Information Technology |
|
17.73% |
| Defensive |
|
10.10% |
| Consumer Staples |
|
2.44% |
| Health Care |
|
6.59% |
| Utilities |
|
1.07% |
| Not Classified |
|
34.99% |
| Non Classified Equity |
|
0.08% |
| Not Classified - Non Equity |
|
34.90% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 44.22% |
| Corporate | 32.48% |
| Securitized | 21.91% |
| Municipal | 0.33% |
| Other | 1.06% |
Bond Maturity Exposure
| Short Term |
|
1.39% |
| Less than 1 Year |
|
1.39% |
| Intermediate |
|
59.42% |
| 1 to 3 Years |
|
19.62% |
| 3 to 5 Years |
|
18.60% |
| 5 to 10 Years |
|
21.20% |
| Long Term |
|
38.82% |
| 10 to 20 Years |
|
9.38% |
| 20 to 30 Years |
|
28.86% |
| Over 30 Years |
|
0.58% |
| Other |
|
0.37% |
As of November 30, 2025