Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX)
14.30
-0.02
(-0.14%)
USD |
Mar 19 2026
PLZTX Asset Allocations & Exposures
Asset Allocation
As of January 31, 2026.
| Type | % Net |
|---|---|
| Cash | 0.65% |
| Stock | 57.49% |
| Bond | 41.53% |
| Convertible | 0.00% |
| Preferred | 0.04% |
| Other | 0.29% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 78.17% |
|---|---|
|
North America
|
77.22% |
| Canada | 2.36% |
| United States | 74.85% |
|
Latin America
|
0.95% |
| Brazil | 0.24% |
| Chile | 0.03% |
| Mexico | 0.24% |
| Peru | 0.09% |
As of January 31, 2026. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 11.92% |
|---|---|
| United Kingdom | 3.44% |
|
Europe Developed
|
8.13% |
| Austria | 0.64% |
| Denmark | 0.12% |
| Finland | 0.02% |
| France | 0.87% |
| Germany | 1.20% |
| Greece | 0.49% |
| Ireland | 2.09% |
| Italy | 0.51% |
| Netherlands | 1.33% |
| Norway | 0.02% |
| Portugal | 0.01% |
| Spain | 0.07% |
| Sweden | 0.05% |
| Switzerland | 0.21% |
|
Europe Emerging
|
0.08% |
| Poland | 0.06% |
|
Africa And Middle East
|
0.27% |
| Israel | 0.09% |
| Saudi Arabia | 0.07% |
| South Africa | 0.06% |
| United Arab Emirates | 0.03% |
| Greater Asia | 8.09% |
|---|---|
| Japan | 1.91% |
|
Australasia
|
0.11% |
| Australia | 0.11% |
|
Asia Developed
|
3.52% |
| Hong Kong | 0.87% |
| Singapore | 0.51% |
| South Korea | 0.90% |
| Taiwan | 1.22% |
|
Asia Emerging
|
2.54% |
| China | 1.72% |
| India | 0.59% |
| Indonesia | 0.09% |
| Philippines | 0.10% |
| Thailand | 0.01% |
| Unidentified Region | 1.82% |
|---|
Bond Credit Quality Exposure
| AAA | 5.93% |
| AA | 45.18% |
| A | 10.30% |
| BBB | 11.90% |
| BB | 4.94% |
| B | 3.60% |
| Below B | 0.99% |
| CCC | 0.97% |
| CC | 0.02% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.02% |
| Not Available | 17.14% |
| Short Term | 0.00% |
As of January 31, 2026
Stock Sector Exposure
| Cyclical |
|
20.64% |
| Materials |
|
2.14% |
| Consumer Discretionary |
|
6.34% |
| Financials |
|
9.48% |
| Real Estate |
|
2.68% |
| Sensitive |
|
27.64% |
| Communication Services |
|
5.63% |
| Energy |
|
2.16% |
| Industrials |
|
5.27% |
| Information Technology |
|
14.58% |
| Defensive |
|
9.21% |
| Consumer Staples |
|
2.12% |
| Health Care |
|
6.10% |
| Utilities |
|
0.99% |
| Not Classified |
|
42.51% |
| Non Classified Equity |
|
0.18% |
| Not Classified - Non Equity |
|
42.33% |
As of January 31, 2026
Bond Sector Exposure
As of January 31, 2026
| Type | % Net |
|---|---|
| Government | 44.50% |
| Corporate | 32.44% |
| Securitized | 21.89% |
| Municipal | 0.27% |
| Other | 0.91% |
Bond Maturity Exposure
| Short Term |
|
2.92% |
| Less than 1 Year |
|
2.92% |
| Intermediate |
|
61.57% |
| 1 to 3 Years |
|
19.67% |
| 3 to 5 Years |
|
20.86% |
| 5 to 10 Years |
|
21.04% |
| Long Term |
|
35.03% |
| 10 to 20 Years |
|
9.79% |
| 20 to 30 Years |
|
24.26% |
| Over 30 Years |
|
0.97% |
| Other |
|
0.48% |
As of January 31, 2026