Principal LifeTime 2070 Fund R-3 (PLTDX)
15.50
+0.07
(+0.45%)
USD |
Aug 25 2026
PLTDX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.64% |
| Stock | 95.32% |
| Bond | 3.69% |
| Convertible | 0.00% |
| Preferred | 0.02% |
| Other | 0.32% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 67.53% |
|---|---|
|
North America
|
66.09% |
| Canada | 2.77% |
| United States | 63.32% |
|
Latin America
|
1.44% |
| Brazil | 0.68% |
| Mexico | 0.20% |
| Peru | 0.08% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.43% |
|---|---|
| United Kingdom | 4.38% |
|
Europe Developed
|
11.22% |
| Austria | 0.78% |
| Denmark | 0.30% |
| Finland | 0.01% |
| France | 1.43% |
| Germany | 1.41% |
| Greece | 0.59% |
| Ireland | 2.10% |
| Italy | 0.75% |
| Netherlands | 2.42% |
| Norway | 0.00% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.05% |
| Switzerland | 0.62% |
|
Europe Emerging
|
0.19% |
| Czech Republic | 0.02% |
| Poland | 0.09% |
| Turkey | 0.04% |
|
Africa And Middle East
|
0.64% |
| Israel | 0.41% |
| Saudi Arabia | 0.07% |
| United Arab Emirates | 0.16% |
| Greater Asia | 15.27% |
|---|---|
| Japan | 3.36% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
8.82% |
| Hong Kong | 1.27% |
| Singapore | 0.63% |
| South Korea | 3.36% |
| Taiwan | 3.55% |
|
Asia Emerging
|
3.01% |
| China | 2.06% |
| India | 0.85% |
| Unidentified Region | 0.77% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.81% |
| Materials |
|
3.52% |
| Consumer Discretionary |
|
8.64% |
| Financials |
|
16.60% |
| Real Estate |
|
4.06% |
| Sensitive |
|
47.96% |
| Communication Services |
|
6.78% |
| Energy |
|
2.79% |
| Industrials |
|
10.50% |
| Information Technology |
|
27.89% |
| Defensive |
|
14.16% |
| Consumer Staples |
|
4.10% |
| Health Care |
|
8.49% |
| Utilities |
|
1.56% |
| Not Classified |
|
0.82% |
| Non Classified Equity |
|
0.82% |
As of July 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 | -- |