Principal LifeTime Strategic Income Fund Inst (PLSIX)
11.97
+0.02
(+0.17%)
USD |
May 14 2026
PLSIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.64% |
| Stock | 35.43% |
| Bond | 63.72% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.15% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 82.52% |
|---|---|
|
North America
|
81.55% |
| Canada | 2.04% |
| United States | 79.51% |
|
Latin America
|
0.97% |
| Brazil | 0.18% |
| Chile | 0.00% |
| Mexico | 0.10% |
| Peru | 0.04% |
As of March 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 7.86% |
|---|---|
| United Kingdom | 2.25% |
|
Europe Developed
|
5.25% |
| Austria | 0.26% |
| Denmark | 0.07% |
| Finland | 0.01% |
| France | 0.71% |
| Germany | 0.79% |
| Greece | 0.23% |
| Ireland | 1.34% |
| Italy | 0.31% |
| Netherlands | 0.73% |
| Norway | 0.00% |
| Portugal | 0.00% |
| Spain | 0.03% |
| Sweden | 0.05% |
| Switzerland | 0.37% |
|
Europe Emerging
|
0.06% |
| Czech Republic | 0.02% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.30% |
| Israel | 0.20% |
| Saudi Arabia | 0.04% |
| South Africa | 0.04% |
| United Arab Emirates | 0.02% |
| Greater Asia | 5.92% |
|---|---|
| Japan | 1.58% |
|
Australasia
|
0.06% |
| Australia | 0.05% |
|
Asia Developed
|
2.73% |
| Hong Kong | 0.56% |
| Singapore | 0.29% |
| South Korea | 0.91% |
| Taiwan | 0.93% |
|
Asia Emerging
|
1.55% |
| China | 0.94% |
| India | 0.55% |
| Indonesia | 0.03% |
| Thailand | 0.00% |
| Unidentified Region | 3.70% |
|---|
Bond Credit Quality Exposure
| AAA | 9.19% |
| AA | 27.27% |
| A | 18.56% |
| BBB | 23.37% |
| BB | 5.18% |
| B | 3.36% |
| Below B | 1.03% |
| CCC | 0.98% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.04% |
| Not Rated | 0.03% |
| Not Available | 12.01% |
| Short Term | 0.00% |
As of March 31, 2026
Stock Sector Exposure
| Cyclical |
|
13.44% |
| Materials |
|
1.53% |
| Consumer Discretionary |
|
3.46% |
| Financials |
|
6.03% |
| Real Estate |
|
2.42% |
| Sensitive |
|
16.12% |
| Communication Services |
|
2.96% |
| Energy |
|
1.29% |
| Industrials |
|
3.76% |
| Information Technology |
|
8.11% |
| Defensive |
|
5.48% |
| Consumer Staples |
|
1.32% |
| Health Care |
|
3.36% |
| Utilities |
|
0.81% |
| Not Classified |
|
64.96% |
| Non Classified Equity |
|
0.53% |
| Not Classified - Non Equity |
|
64.43% |
As of March 31, 2026
Bond Sector Exposure
As of March 31, 2026
| Type | % Net |
|---|---|
| Government | 22.94% |
| Corporate | 51.96% |
| Securitized | 23.53% |
| Municipal | 0.00% |
| Other | 1.58% |
Bond Maturity Exposure
| Short Term |
|
7.11% |
| Less than 1 Year |
|
7.11% |
| Intermediate |
|
61.17% |
| 1 to 3 Years |
|
16.50% |
| 3 to 5 Years |
|
25.89% |
| 5 to 10 Years |
|
18.78% |
| Long Term |
|
31.44% |
| 10 to 20 Years |
|
7.61% |
| 20 to 30 Years |
|
22.55% |
| Over 30 Years |
|
1.28% |
| Other |
|
0.28% |
As of March 31, 2026