Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX)
15.47
-0.03
(-0.19%)
USD |
Aug 24 2026
PLZTX Asset Allocations & Exposures
Asset Allocation
As of July 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.64% |
| Stock | 56.61% |
| Bond | 42.54% |
| Convertible | 0.00% |
| Preferred | 0.00% |
| Other | 0.20% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 78.56% |
|---|---|
|
North America
|
77.45% |
| Canada | 1.90% |
| United States | 75.55% |
|
Latin America
|
1.11% |
| Brazil | 0.40% |
| Chile | 0.02% |
| Mexico | 0.23% |
| Peru | 0.07% |
As of July 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 10.38% |
|---|---|
| United Kingdom | 2.95% |
|
Europe Developed
|
6.88% |
| Austria | 0.47% |
| Belgium | 0.00% |
| Denmark | 0.14% |
| Finland | 0.02% |
| France | 0.90% |
| Germany | 0.82% |
| Greece | 0.35% |
| Ireland | 1.39% |
| Italy | 0.46% |
| Netherlands | 1.41% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.07% |
| Sweden | 0.05% |
| Switzerland | 0.20% |
|
Europe Emerging
|
0.13% |
| Czech Republic | 0.01% |
| Poland | 0.07% |
| Turkey | 0.02% |
|
Africa And Middle East
|
0.41% |
| Israel | 0.27% |
| Saudi Arabia | 0.04% |
| South Africa | 0.00% |
| United Arab Emirates | 0.09% |
| Greater Asia | 9.24% |
|---|---|
| Japan | 2.18% |
|
Australasia
|
0.11% |
| Australia | 0.10% |
|
Asia Developed
|
5.06% |
| Hong Kong | 0.75% |
| Singapore | 0.47% |
| South Korea | 1.98% |
| Taiwan | 1.82% |
|
Asia Emerging
|
1.90% |
| China | 1.21% |
| India | 0.49% |
| Indonesia | 0.03% |
| Philippines | 0.10% |
| Unidentified Region | 1.82% |
|---|
Bond Credit Quality Exposure
| AAA | 5.71% |
| AA | 45.94% |
| A | 10.45% |
| BBB | 11.63% |
| BB | 4.97% |
| B | 3.88% |
| Below B | 0.97% |
| CCC | 0.92% |
| CC | 0.04% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.28% |
| Not Available | 16.18% |
| Short Term | 0.00% |
As of July 31, 2026
Stock Sector Exposure
| Cyclical |
|
18.72% |
| Materials |
|
2.01% |
| Consumer Discretionary |
|
5.06% |
| Financials |
|
8.70% |
| Real Estate |
|
2.95% |
| Sensitive |
|
29.20% |
| Communication Services |
|
4.01% |
| Energy |
|
1.68% |
| Industrials |
|
5.97% |
| Information Technology |
|
17.55% |
| Defensive |
|
8.21% |
| Consumer Staples |
|
2.50% |
| Health Care |
|
4.76% |
| Utilities |
|
0.95% |
| Not Classified |
|
0.56% |
| Non Classified Equity |
|
0.56% |
As of July 31, 2026
Bond Sector Exposure
As of July 31, 2026
| Type | % Net |
|---|---|
| Government | 44.41% |
| Corporate | 33.07% |
| Securitized | 21.35% |
| Municipal | 0.28% |
| Other | 0.89% |
Bond Maturity Exposure
| Short Term |
|
2.23% |
| Less than 1 Year |
|
2.23% |
| Intermediate |
|
63.52% |
| 1 to 3 Years |
|
22.89% |
| 3 to 5 Years |
|
19.25% |
| 5 to 10 Years |
|
21.38% |
| Long Term |
|
33.93% |
| 10 to 20 Years |
|
9.68% |
| 20 to 30 Years |
|
23.44% |
| Over 30 Years |
|
0.81% |
| Other |
|
0.31% |
As of July 31, 2026