Principal LifeTime Hybrid 2060 Fund Instl (PLTHX)
19.91
+0.12
(+0.61%)
USD |
Dec 22 2025
PLTHX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.84% |
| Stock | 94.82% |
| Bond | 4.17% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.12% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 70.46% |
|---|---|
|
North America
|
69.78% |
| Canada | 2.61% |
| United States | 67.16% |
|
Latin America
|
0.69% |
| Brazil | 0.24% |
| Chile | 0.00% |
| Mexico | 0.15% |
| Peru | 0.06% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.87% |
|---|---|
| United Kingdom | 4.95% |
|
Europe Developed
|
11.59% |
| Austria | 0.92% |
| Denmark | 0.17% |
| Finland | 0.01% |
| France | 1.18% |
| Germany | 2.01% |
| Greece | 0.68% |
| Ireland | 2.90% |
| Italy | 0.82% |
| Netherlands | 2.06% |
| Norway | 0.00% |
| Portugal | 0.01% |
| Spain | 0.03% |
| Sweden | 0.03% |
| Switzerland | 0.23% |
|
Europe Emerging
|
0.08% |
| Poland | 0.06% |
|
Africa And Middle East
|
0.26% |
| Israel | 0.06% |
| Saudi Arabia | 0.09% |
| South Africa | 0.08% |
| United Arab Emirates | 0.02% |
| Greater Asia | 11.77% |
|---|---|
| Japan | 2.73% |
|
Australasia
|
0.08% |
| Australia | 0.08% |
|
Asia Developed
|
5.45% |
| Hong Kong | 1.24% |
| Singapore | 0.71% |
| South Korea | 1.51% |
| Taiwan | 1.98% |
|
Asia Emerging
|
3.51% |
| China | 2.60% |
| India | 0.71% |
| Indonesia | 0.10% |
| Philippines | 0.01% |
| Thailand | 0.05% |
| Unidentified Region | 0.90% |
|---|
Stock Sector Exposure
| Cyclical |
|
32.34% |
| Materials |
|
3.22% |
| Consumer Discretionary |
|
10.43% |
| Financials |
|
15.02% |
| Real Estate |
|
3.66% |
| Sensitive |
|
47.69% |
| Communication Services |
|
9.20% |
| Energy |
|
3.31% |
| Industrials |
|
9.01% |
| Information Technology |
|
26.16% |
| Defensive |
|
14.91% |
| Consumer Staples |
|
3.59% |
| Health Care |
|
9.73% |
| Utilities |
|
1.58% |
| Not Classified |
|
5.06% |
| Non Classified Equity |
|
0.11% |
| Not Classified - Non Equity |
|
4.95% |
As of November 30, 2025
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 | -- |