Principal LifeTime 2020 Fund Inst (PLWIX)
12.52
+0.03
(+0.24%)
USD |
Jun 09 2026
PLWIX Asset Allocations & Exposures
Asset Allocation
As of April 30, 2026.
| Type | % Net |
|---|---|
| Cash | 0.78% |
| Stock | 41.69% |
| Bond | 57.31% |
| Convertible | 0.00% |
| Preferred | 0.06% |
| Other | 0.15% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 81.07% |
|---|---|
|
North America
|
80.02% |
| Canada | 2.29% |
| United States | 77.73% |
|
Latin America
|
1.05% |
| Brazil | 0.25% |
| Chile | 0.00% |
| Mexico | 0.11% |
| Peru | 0.04% |
As of April 30, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.48% |
|---|---|
| United Kingdom | 2.41% |
|
Europe Developed
|
5.66% |
| Austria | 0.29% |
| Denmark | 0.16% |
| Finland | 0.01% |
| France | 0.70% |
| Germany | 0.96% |
| Greece | 0.25% |
| Ireland | 1.41% |
| Italy | 0.35% |
| Netherlands | 0.73% |
| Norway | 0.00% |
| Portugal | 0.01% |
| Spain | 0.04% |
| Sweden | 0.05% |
| Switzerland | 0.36% |
|
Europe Emerging
|
0.10% |
| Czech Republic | 0.02% |
| Poland | 0.04% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.31% |
| Israel | 0.21% |
| Saudi Arabia | 0.06% |
| South Africa | 0.00% |
| United Arab Emirates | 0.04% |
| Greater Asia | 6.83% |
|---|---|
| Japan | 1.79% |
|
Australasia
|
0.07% |
| Australia | 0.06% |
|
Asia Developed
|
2.98% |
| Hong Kong | 0.69% |
| Singapore | 0.14% |
| South Korea | 0.92% |
| Taiwan | 1.20% |
|
Asia Emerging
|
1.99% |
| China | 1.33% |
| India | 0.59% |
| Indonesia | 0.03% |
| Thailand | 0.00% |
| Unidentified Region | 3.62% |
|---|
Bond Credit Quality Exposure
| AAA | 8.88% |
| AA | 25.65% |
| A | 19.35% |
| BBB | 23.55% |
| BB | 5.20% |
| B | 3.59% |
| Below B | 0.95% |
| CCC | 0.90% |
| CC | 0.01% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.03% |
| Not Rated | 0.12% |
| Not Available | 12.71% |
| Short Term | 0.00% |
As of April 30, 2026
Stock Sector Exposure
| Cyclical |
|
15.42% |
| Materials |
|
1.69% |
| Consumer Discretionary |
|
3.99% |
| Financials |
|
7.14% |
| Real Estate |
|
2.61% |
| Sensitive |
|
19.78% |
| Communication Services |
|
3.65% |
| Energy |
|
1.54% |
| Industrials |
|
4.39% |
| Information Technology |
|
10.20% |
| Defensive |
|
6.05% |
| Consumer Staples |
|
1.52% |
| Health Care |
|
3.67% |
| Utilities |
|
0.86% |
| Not Classified |
|
58.75% |
| Non Classified Equity |
|
0.65% |
| Not Classified - Non Equity |
|
58.10% |
As of April 30, 2026
Bond Sector Exposure
As of April 30, 2026
| Type | % Net |
|---|---|
| Government | 20.90% |
| Corporate | 53.29% |
| Securitized | 24.14% |
| Municipal | 0.00% |
| Other | 1.67% |
Bond Maturity Exposure
| Short Term |
|
6.41% |
| Less than 1 Year |
|
6.41% |
| Intermediate |
|
60.81% |
| 1 to 3 Years |
|
18.15% |
| 3 to 5 Years |
|
23.58% |
| 5 to 10 Years |
|
19.08% |
| Long Term |
|
32.45% |
| 10 to 20 Years |
|
7.79% |
| 20 to 30 Years |
|
23.48% |
| Over 30 Years |
|
1.18% |
| Other |
|
0.33% |
As of April 30, 2026