Principal LifeTime 2030 Fund J (PLTJX)
14.92
+0.06
(+0.40%)
USD |
Oct 26 2026
PLTJX Asset Allocations & Exposures
Asset Allocation
As of September 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.95% |
| Stock | 57.07% |
| Bond | 41.32% |
| Convertible | 0.00% |
| Preferred | 0.33% |
| Other | 0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 76.72% |
|---|---|
|
North America
|
75.59% |
| Canada | 2.43% |
| United States | 73.17% |
|
Latin America
|
1.12% |
| Brazil | 0.40% |
| Mexico | 0.15% |
| Peru | 0.04% |
As of September 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 11.71% |
|---|---|
| United Kingdom | 3.04% |
|
Europe Developed
|
8.23% |
| Austria | 0.45% |
| Belgium | 0.00% |
| Denmark | 0.25% |
| Finland | 0.06% |
| France | 1.24% |
| Germany | 0.81% |
| Greece | 0.41% |
| Ireland | 1.31% |
| Italy | 0.48% |
| Netherlands | 1.57% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.19% |
| Sweden | 0.11% |
| Switzerland | 0.69% |
|
Europe Emerging
|
0.11% |
| Czech Republic | 0.02% |
| Poland | 0.04% |
| Turkey | 0.03% |
|
Africa And Middle East
|
0.33% |
| Israel | 0.20% |
| Saudi Arabia | 0.03% |
| South Africa | 0.00% |
| United Arab Emirates | 0.10% |
| Greater Asia | 9.26% |
|---|---|
| Japan | 2.35% |
|
Australasia
|
0.08% |
| Australia | 0.07% |
|
Asia Developed
|
5.06% |
| Hong Kong | 0.86% |
| Singapore | 0.38% |
| South Korea | 1.49% |
| Taiwan | 2.30% |
|
Asia Emerging
|
1.77% |
| China | 1.20% |
| India | 0.52% |
| Philippines | 0.00% |
| Unidentified Region | 2.31% |
|---|
Bond Credit Quality Exposure
| AAA | 5.25% |
| AA | 22.28% |
| A | 18.68% |
| BBB | 27.16% |
| BB | 7.65% |
| B | 4.20% |
| Below B | 0.94% |
| CCC | 0.87% |
| CC | 0.05% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.30% |
| Not Available | 13.53% |
| Short Term | 0.00% |
As of September 30, 2026
Stock Sector Exposure
| Cyclical |
|
31.49% |
| Materials |
|
3.24% |
| Consumer Discretionary |
|
7.73% |
| Financials |
|
16.12% |
| Real Estate |
|
4.40% |
| Sensitive |
|
52.55% |
| Communication Services |
|
7.45% |
| Energy |
|
3.45% |
| Industrials |
|
9.35% |
| Information Technology |
|
32.30% |
| Defensive |
|
14.79% |
| Consumer Staples |
|
3.65% |
| Health Care |
|
10.01% |
| Utilities |
|
1.14% |
| Not Classified |
|
1.17% |
| Non Classified Equity |
|
1.17% |
As of September 30, 2026
Bond Sector Exposure
As of September 30, 2026
| Type | % Net |
|---|---|
| Government | 19.66% |
| Corporate | 55.15% |
| Securitized | 20.16% |
| Municipal | 0.00% |
| Other | 5.04% |
Bond Maturity Exposure
| Short Term |
|
5.01% |
| Less than 1 Year |
|
5.01% |
| Intermediate |
|
55.83% |
| 1 to 3 Years |
|
16.07% |
| 3 to 5 Years |
|
21.45% |
| 5 to 10 Years |
|
18.31% |
| Long Term |
|
33.66% |
| 10 to 20 Years |
|
6.81% |
| 20 to 30 Years |
|
23.68% |
| Over 30 Years |
|
3.18% |
| Other |
|
5.49% |
As of September 30, 2026