Principal LifeTime Hybrid 2060 Fund Instl (PLTHX)
22.05
+0.10
(+0.46%)
USD |
Aug 25 2026
PLTHX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.44% |
| Stock | 95.93% |
| Bond | 3.49% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.14% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.08% |
|---|---|
|
North America
|
67.85% |
| Canada | 2.07% |
| United States | 65.79% |
|
Latin America
|
1.23% |
| Brazil | 0.68% |
| Chile | 0.00% |
| Mexico | 0.21% |
| Peru | 0.08% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 15.43% |
|---|---|
| United Kingdom | 4.33% |
|
Europe Developed
|
10.26% |
| Austria | 0.78% |
| Denmark | 0.21% |
| Finland | 0.01% |
| France | 1.31% |
| Germany | 1.28% |
| Greece | 0.59% |
| Ireland | 1.98% |
| Italy | 0.76% |
| Netherlands | 2.34% |
| Norway | 0.00% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.03% |
| Switzerland | 0.22% |
|
Europe Emerging
|
0.19% |
| Czech Republic | 0.02% |
| Poland | 0.09% |
| Turkey | 0.04% |
|
Africa And Middle East
|
0.65% |
| Israel | 0.42% |
| Saudi Arabia | 0.07% |
| United Arab Emirates | 0.16% |
| Greater Asia | 14.96% |
|---|---|
| Japan | 3.38% |
|
Australasia
|
0.06% |
| Australia | 0.06% |
|
Asia Developed
|
8.50% |
| Hong Kong | 1.27% |
| Singapore | 0.72% |
| South Korea | 3.36% |
| Taiwan | 3.15% |
|
Asia Emerging
|
3.01% |
| China | 2.06% |
| India | 0.85% |
| Indonesia | 0.00% |
| Philippines | 0.01% |
| Unidentified Region | 0.53% |
|---|
Stock Sector Exposure
| Cyclical |
|
31.24% |
| Materials |
|
3.31% |
| Consumer Discretionary |
|
8.73% |
| Financials |
|
15.03% |
| Real Estate |
|
4.16% |
| Sensitive |
|
50.12% |
| Communication Services |
|
6.92% |
| Energy |
|
2.72% |
| Industrials |
|
10.18% |
| Information Technology |
|
30.30% |
| Defensive |
|
13.96% |
| Consumer Staples |
|
4.31% |
| Health Care |
|
8.22% |
| Utilities |
|
1.43% |
| Not Classified |
|
0.79% |
| Non Classified Equity |
|
0.79% |
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 | -- |