Principal LifeTime 2050 Fund Inst (PPLIX)
18.57
+0.07
(+0.38%)
USD |
Dec 23 2025
PPLIX Asset Allocations & Exposures
Asset Allocation
As of November 30, 2025.
| Type | % Net |
|---|---|
| Cash | 0.53% |
| Stock | 93.12% |
| Bond | 5.95% |
| Convertible | 0.00% |
| Preferred | 0.07% |
| Other | 0.33% |
Market Capitalization
| Large | -- |
| Mid | -- |
| Small | -- |
Region Exposure
| Americas | 69.76% |
|---|---|
|
North America
|
68.72% |
| Canada | 3.43% |
| United States | 65.29% |
|
Latin America
|
1.04% |
| Brazil | 0.24% |
| Mexico | 0.14% |
| Peru | 0.06% |
As of November 30, 2025. Region breakdown data is
calculated by using the long position holdings of the portfolio.
| Greater Europe | 17.82% |
|---|---|
| United Kingdom | 5.02% |
|
Europe Developed
|
12.47% |
| Austria | 0.91% |
| Denmark | 0.17% |
| Finland | 0.01% |
| France | 1.32% |
| Germany | 2.06% |
| Greece | 0.67% |
| Ireland | 3.19% |
| Italy | 0.80% |
| Netherlands | 2.06% |
| Portugal | 0.01% |
| Spain | 0.02% |
| Sweden | 0.02% |
| Switzerland | 0.71% |
|
Europe Emerging
|
0.08% |
| Poland | 0.06% |
|
Africa And Middle East
|
0.25% |
| Israel | 0.06% |
| Saudi Arabia | 0.08% |
| South Africa | 0.08% |
| United Arab Emirates | 0.02% |
| Greater Asia | 11.75% |
|---|---|
| Japan | 2.65% |
|
Australasia
|
0.07% |
| Australia | 0.07% |
|
Asia Developed
|
5.56% |
| Hong Kong | 1.22% |
| Singapore | 0.66% |
| South Korea | 1.48% |
| Taiwan | 2.18% |
|
Asia Emerging
|
3.46% |
| China | 2.57% |
| India | 0.70% |
| Indonesia | 0.10% |
| Philippines | 0.00% |
| Thailand | 0.06% |
| Unidentified Region | 0.68% |
|---|
Bond Credit Quality Exposure
| AAA | 1.49% |
| AA | 18.69% |
| A | 19.49% |
| BBB | 23.44% |
| BB | 10.50% |
| B | 7.33% |
| Below B | 1.89% |
| CCC | 1.85% |
| CC | 0.04% |
| C | 0.00% |
| DDD | 0.00% |
| DD | 0.00% |
| D | 0.00% |
| Not Rated | 0.03% |
| Not Available | 17.14% |
| Short Term | 0.00% |
As of November 30, 2025
Stock Sector Exposure
| Cyclical |
|
34.25% |
| Materials |
|
3.58% |
| Consumer Discretionary |
|
10.22% |
| Financials |
|
17.01% |
| Real Estate |
|
3.44% |
| Sensitive |
|
43.86% |
| Communication Services |
|
8.69% |
| Energy |
|
3.34% |
| Industrials |
|
9.34% |
| Information Technology |
|
22.48% |
| Defensive |
|
15.01% |
| Consumer Staples |
|
3.17% |
| Health Care |
|
10.05% |
| Utilities |
|
1.79% |
| Not Classified |
|
6.88% |
| Non Classified Equity |
|
0.40% |
| Not Classified - Non Equity |
|
6.48% |
As of November 30, 2025
Bond Sector Exposure
As of November 30, 2025
| Type | % Net |
|---|---|
| Government | 24.27% |
| Corporate | 54.98% |
| Securitized | 18.37% |
| Municipal | 0.00% |
| Other | 2.39% |
Bond Maturity Exposure
| Short Term |
|
4.26% |
| Less than 1 Year |
|
4.26% |
| Intermediate |
|
60.78% |
| 1 to 3 Years |
|
12.95% |
| 3 to 5 Years |
|
23.35% |
| 5 to 10 Years |
|
24.48% |
| Long Term |
|
34.31% |
| 10 to 20 Years |
|
5.12% |
| 20 to 30 Years |
|
28.63% |
| Over 30 Years |
|
0.56% |
| Other |
|
0.65% |
As of November 30, 2025