Principal LifeTime 2060 Fund R-3 (PLTCX)
19.64
+0.06
(+0.31%)
USD |
Jun 09 2026
PLTCX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.46% |
| Stock | 95.74% |
| Bond | 3.29% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 67.47% |
|---|---|
|
North America
|
65.93% |
| Canada | 3.44% |
| United States | 62.48% |
|
Latin America
|
1.54% |
| Brazil | 0.61% |
| Mexico | 0.23% |
| Peru | 0.11% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.63% |
|---|---|
| United Kingdom | 4.64% |
|
Europe Developed
|
10.99% |
| Austria | 0.68% |
| Denmark | 0.20% |
| Finland | 0.01% |
| France | 1.04% |
| Germany | 2.25% |
| Greece | 0.59% |
| Ireland | 2.57% |
| Italy | 0.80% |
| Netherlands | 1.65% |
| Portugal | 0.01% |
| Spain | 0.03% |
| Sweden | 0.03% |
| Switzerland | 0.58% |
|
Europe Emerging
|
0.22% |
| Czech Republic | 0.05% |
| Poland | 0.10% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.78% |
| Israel | 0.53% |
| Saudi Arabia | 0.15% |
| South Africa | 0.03% |
| United Arab Emirates | 0.08% |
| Greater Asia | 15.35% |
|---|---|
| Japan | 3.92% |
|
Australasia
|
0.09% |
| Australia | 0.09% |
|
Asia Developed
|
6.46% |
| Hong Kong | 1.63% |
| Singapore | 0.18% |
| South Korea | 2.01% |
| Taiwan | 2.63% |
|
Asia Emerging
|
4.88% |
| China | 3.29% |
| India | 1.42% |
| Indonesia | 0.10% |
| Unidentified Region | 0.54% |
|---|
Stock Sector Exposure
| Cyclical |
|
34.85% |
| Materials |
|
3.83% |
| Consumer Discretionary |
|
9.69% |
| Financials |
|
17.25% |
| Real Estate |
|
4.08% |
| Sensitive |
|
45.94% |
| Communication Services |
|
8.70% |
| Energy |
|
3.49% |
| Industrials |
|
9.94% |
| Information Technology |
|
23.82% |
| Defensive |
|
14.43% |
| Consumer Staples |
|
3.60% |
| Health Care |
|
8.98% |
| Utilities |
|
1.86% |
| Not Classified |
|
4.78% |
| Non Classified Equity |
|
1.22% |
| Not Classified - Non Equity |
|
3.56% |
As of April 30, 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 | -- |