Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX)
13.01
+0.15
(+1.17%)
USD |
Apr 24 2025
PLZTX Asset Allocations & Exposures
Asset Allocation
As of February 28, 2025.
| Type | % Net |
|---|---|
| Cash | 2.22% |
| Stock | 57.83% |
| Bond | 39.90% |
| Convertible | 0.00% |
| Preferred | 0.02% |
| Other | 0.03% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 79.68% |
|---|---|
|
North America
|
78.99% |
| Canada | 2.04% |
| United States | 76.95% |
|
Latin America
|
0.69% |
| Brazil | 0.09% |
| Chile | 0.03% |
| Colombia | 0.00% |
| Mexico | 0.15% |
| Peru | 0.03% |
As of February 28, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 10.98% |
|---|---|
| United Kingdom | 3.13% |
|
Europe Developed
|
7.71% |
| Austria | 0.56% |
| Belgium | 0.03% |
| Denmark | 0.12% |
| Finland | 0.00% |
| France | 1.16% |
| Germany | 1.49% |
| Greece | 0.31% |
| Ireland | 1.61% |
| Italy | 0.59% |
| Netherlands | 0.96% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.06% |
| Sweden | 0.06% |
| Switzerland | 0.17% |
|
Europe Emerging
|
0.04% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.11% |
| Israel | 0.04% |
| Saudi Arabia | 0.03% |
| South Africa | 0.01% |
| United Arab Emirates | 0.01% |
| Greater Asia | 6.10% |
|---|---|
| Japan | 1.99% |
|
Australasia
|
0.25% |
| Australia | 0.24% |
|
Asia Developed
|
1.93% |
| Hong Kong | 0.54% |
| Singapore | 0.11% |
| South Korea | 0.47% |
| Taiwan | 0.78% |
|
Asia Emerging
|
1.94% |
| China | 1.55% |
| India | 0.19% |
| Indonesia | 0.07% |
| Philippines | 0.10% |
| Thailand | 0.01% |
| Unidentified Region | 3.24% |
|---|
Bond Credit Quality Exposure
| AAA | 5.38% |
| AA | 46.31% |
| A | 9.60% |
| BBB | 12.43% |
| BB | 5.39% |
| B | 4.51% |
| Below B | 1.17% |
| CCC | 1.14% |
| CC | 0.03% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.01% |
| Not Available | 15.20% |
| Short Term | 0.00% |
As of February 28, 2025
Stock Sector Exposure
| Cyclical |
|
18.48% |
| Materials |
|
1.96% |
| Consumer Discretionary |
|
4.79% |
| Financials |
|
8.24% |
| Real Estate |
|
3.49% |
| Sensitive |
|
28.02% |
| Communication Services |
|
4.42% |
| Energy |
|
2.52% |
| Industrials |
|
5.97% |
| Information Technology |
|
15.12% |
| Defensive |
|
10.35% |
| Consumer Staples |
|
3.14% |
| Health Care |
|
6.15% |
| Utilities |
|
1.07% |
| Not Classified |
|
43.15% |
| Non Classified Equity |
|
1.49% |
| Not Classified - Non Equity |
|
41.66% |
As of July 31, 2024
Bond Sector Exposure
As of February 28, 2025
| Type | % Net |
|---|---|
| Government | 42.76% |
| Corporate | 34.41% |
| Securitized | 21.39% |
| Municipal | 0.28% |
| Other | 1.15% |
Bond Maturity Exposure
| Short Term |
|
1.62% |
| Less than 1 Year |
|
1.62% |
| Intermediate |
|
63.17% |
| 1 to 3 Years |
|
20.27% |
| 3 to 5 Years |
|
20.71% |
| 5 to 10 Years |
|
22.20% |
| Long Term |
|
33.99% |
| 10 to 20 Years |
|
9.15% |
| 20 to 30 Years |
|
23.74% |
| Over 30 Years |
|
1.11% |
| Other |
|
1.21% |
As of February 28, 2025