Principal LifeTime 2050 Fund Inst (PPLIX)
17.14
+0.01
(+0.06%)
USD |
May 09 2025
PPLIX Asset Allocations & Exposures
Asset Allocation
As of March 31, 2025.
| Type | % Net |
|---|---|
| Cash | 1.29% |
| Stock | 93.88% |
| Bond | 4.41% |
| Convertible | 0.00% |
| Preferred | 0.04% |
| Other | 0.38% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 71.74% |
|---|---|
|
North America
|
70.81% |
| Canada | 3.35% |
| United States | 67.46% |
|
Latin America
|
0.93% |
| Brazil | 0.12% |
| Colombia | 0.00% |
| Mexico | 0.23% |
| Peru | 0.03% |
As of March 31, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 16.98% |
|---|---|
| United Kingdom | 4.36% |
|
Europe Developed
|
12.47% |
| Austria | 0.44% |
| Denmark | 0.25% |
| Finland | 0.09% |
| France | 2.44% |
| Germany | 1.99% |
| Greece | 0.42% |
| Ireland | 2.28% |
| Italy | 0.78% |
| Netherlands | 1.67% |
| Norway | 0.01% |
| Portugal | 0.01% |
| Spain | 0.37% |
| Sweden | 0.31% |
| Switzerland | 1.10% |
|
Europe Emerging
|
0.04% |
| Poland | 0.03% |
|
Africa And Middle East
|
0.12% |
| Israel | 0.04% |
| Saudi Arabia | 0.05% |
| South Africa | 0.02% |
| United Arab Emirates | 0.01% |
| Greater Asia | 9.88% |
|---|---|
| Japan | 3.27% |
|
Australasia
|
0.23% |
| Australia | 0.23% |
|
Asia Developed
|
3.21% |
| Hong Kong | 0.88% |
| Singapore | 0.29% |
| South Korea | 0.67% |
| Taiwan | 1.37% |
|
Asia Emerging
|
3.17% |
| China | 2.40% |
| India | 0.48% |
| Indonesia | 0.27% |
| Philippines | 0.00% |
| Thailand | 0.02% |
| Unidentified Region | 1.40% |
|---|
Stock Sector Exposure
| Cyclical |
|
30.06% |
| Materials |
|
3.58% |
| Consumer Discretionary |
|
7.49% |
| Financials |
|
14.89% |
| Real Estate |
|
4.09% |
| Sensitive |
|
44.20% |
| Communication Services |
|
6.22% |
| Energy |
|
4.24% |
| Industrials |
|
11.58% |
| Information Technology |
|
22.16% |
| Defensive |
|
17.08% |
| Consumer Staples |
|
4.65% |
| Health Care |
|
10.36% |
| Utilities |
|
2.08% |
| Not Classified |
|
8.66% |
| Non Classified Equity |
|
2.96% |
| Not Classified - Non Equity |
|
5.69% |
As of July 31, 2024
Stock Style Exposure
| Large Cap Value | -- |
| Large Cap Core | -- |
| Large Cap Growth | -- |
| Mid Cap Value | -- |
| Mid Cap Core | -- |
| Mid Cap Growth | -- |
| Small Cap Value | -- |
| Small Cap Core | -- |
| Small Cap Growth | -- |