Principal LifeTime 2020 Fund Inst (PLWIX)
12.17
-0.02
(-0.16%)
USD |
May 05 2025
PLWIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.50% |
| Stock | 42.11% |
| Bond | 56.20% |
| Convertible | 0.00% |
| Preferred | 0.02% |
| Other | 0.17% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 83.05% |
|---|---|
|
North America
|
82.25% |
| Canada | 2.38% |
| United States | 79.88% |
|
Latin America
|
0.80% |
| Brazil | 0.07% |
| Chile | 0.00% |
| Colombia | 0.00% |
| Mexico | 0.14% |
| Peru | 0.01% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 8.76% |
|---|---|
| United Kingdom | 2.28% |
|
Europe Developed
|
6.40% |
| Austria | 0.22% |
| Belgium | 0.04% |
| Denmark | 0.11% |
| Finland | 0.04% |
| France | 1.22% |
| Germany | 0.87% |
| Greece | 0.18% |
| Ireland | 1.34% |
| Italy | 0.34% |
| Netherlands | 0.80% |
| Norway | 0.00% |
| Portugal | 0.00% |
| Spain | 0.17% |
| Sweden | 0.17% |
| Switzerland | 0.59% |
|
Europe Emerging
|
0.02% |
| Poland | 0.02% |
|
Africa And Middle East
|
0.05% |
| Israel | 0.02% |
| Saudi Arabia | 0.02% |
| South Africa | 0.01% |
| United Arab Emirates | 0.00% |
| Greater Asia | 4.38% |
|---|---|
| Japan | 1.41% |
|
Australasia
|
0.11% |
| Australia | 0.11% |
|
Asia Developed
|
1.47% |
| Hong Kong | 0.39% |
| Singapore | 0.16% |
| South Korea | 0.29% |
| Taiwan | 0.60% |
|
Asia Emerging
|
1.39% |
| China | 1.05% |
| India | 0.21% |
| Indonesia | 0.12% |
| Philippines | 0.00% |
| Thailand | 0.01% |
| Unidentified Region | 3.82% |
|---|
Bond Credit Quality Exposure
| AAA | 9.89% |
| AA | 29.31% |
| A | 16.51% |
| BBB | 23.38% |
| BB | 4.50% |
| B | 3.58% |
| Below B | 0.98% |
| CCC | 0.93% |
| CC | 0.06% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.01% |
| Not Available | 11.84% |
| Short Term | 0.00% |
As of March 31, 2025
Stock Sector Exposure
| Cyclical |
|
12.82% |
| Materials |
|
1.74% |
| Consumer Discretionary |
|
3.28% |
| Financials |
|
6.51% |
| Real Estate |
|
1.28% |
| Sensitive |
|
19.91% |
| Communication Services |
|
2.75% |
| Energy |
|
2.10% |
| Industrials |
|
5.26% |
| Information Technology |
|
9.80% |
| Defensive |
|
7.88% |
| Consumer Staples |
|
2.07% |
| Health Care |
|
4.58% |
| Utilities |
|
1.23% |
| Not Classified |
|
59.39% |
| Non Classified Equity |
|
1.71% |
| Not Classified - Non Equity |
|
57.68% |
As of July 31, 2024
Bond Sector Exposure
As of March 31, 2025
| Type | % Net |
|---|---|
| Government | 23.41% |
| Corporate | 49.20% |
| Securitized | 25.54% |
| Municipal | 0.00% |
| Other | 1.84% |
Bond Maturity Exposure
| Short Term |
|
5.34% |
| Less than 1 Year |
|
5.34% |
| Intermediate |
|
61.48% |
| 1 to 3 Years |
|
17.52% |
| 3 to 5 Years |
|
23.18% |
| 5 to 10 Years |
|
20.78% |
| Long Term |
|
32.84% |
| 10 to 20 Years |
|
6.98% |
| 20 to 30 Years |
|
23.90% |
| Over 30 Years |
|
1.96% |
| Other |
|
0.34% |
As of March 31, 2025