Principal LifeTime 2060 Fund Inst (PLTZX)
17.54
+0.02
(+0.11%)
USD |
May 09 2025
PLTZX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.29% |
| Stock | 94.60% |
| Bond | 3.67% |
| Convertible | 0.00% |
| Preferred | 0.05% |
| Other | 0.39% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 71.55% |
|---|---|
|
North America
|
70.61% |
| Canada | 3.31% |
| United States | 67.29% |
|
Latin America
|
0.95% |
| Brazil | 0.12% |
| Colombia | 0.00% |
| Mexico | 0.23% |
| Peru | 0.03% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.11% |
|---|---|
| United Kingdom | 4.39% |
|
Europe Developed
|
12.57% |
| Austria | 0.45% |
| Denmark | 0.25% |
| Finland | 0.09% |
| France | 2.45% |
| Germany | 2.00% |
| Greece | 0.42% |
| Ireland | 2.31% |
| Italy | 0.79% |
| Netherlands | 1.67% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.37% |
| Sweden | 0.32% |
| Switzerland | 1.11% |
|
Europe Emerging
|
0.04% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.12% |
| Israel | 0.04% |
| Saudi Arabia | 0.05% |
| South Africa | 0.02% |
| United Arab Emirates | 0.01% |
| Greater Asia | 9.94% |
|---|---|
| Japan | 3.30% |
|
Australasia
|
0.20% |
| Australia | 0.20% |
|
Asia Developed
|
3.24% |
| Hong Kong | 0.88% |
| Singapore | 0.29% |
| South Korea | 0.67% |
| Taiwan | 1.38% |
|
Asia Emerging
|
3.20% |
| China | 2.42% |
| India | 0.49% |
| Indonesia | 0.27% |
| Philippines | 0.00% |
| Thailand | 0.02% |
| Unidentified Region | 1.39% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.18% |
| Materials |
|
3.60% |
| Consumer Discretionary |
|
7.53% |
| Financials |
|
14.95% |
| Real Estate |
|
4.11% |
| Sensitive |
|
44.38% |
| Communication Services |
|
6.24% |
| Energy |
|
4.26% |
| Industrials |
|
11.64% |
| Information Technology |
|
22.24% |
| Defensive |
|
17.16% |
| Consumer Staples |
|
4.67% |
| Health Care |
|
10.40% |
| Utilities |
|
2.09% |
| Not Classified |
|
8.28% |
| Non Classified Equity |
|
2.97% |
| Not Classified - Non Equity |
|
5.31% |
As of July 31, 2024
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 | -- |