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Principal LifeTime Hybrid 2065 J (PHJDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.91-0.02 (-0.13%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.40%
Stocks96.03%
Bonds3.06%
Others0.50%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PHJDX
Basic materials
3.59%
Consumer cyclical
11.27%
Financial services
15.48%
Property
4.94%
Consumer defensive
5.64%
Healthcare
10.59%
Utilities
2.03%
Communication services
7.11%
Energy
4.66%
Industrials
12.09%
Technology
22.61%

Equity holdings

AveragePHJDXCategory average
Price/Earnings0.050.05
Price/book0.350.38
Price/sales0.480.51
Price/Cash flow0.070.08
Median market cap86,315.6883,115.13
3-year earnings growth21.4120.66

Bond holdings

AveragePHJDXCategory average
MaturityN/AN/A
Duration3.913.41
Credit qualityN/AN/A

Bond ratings

Sector(s)PHJDX
US government1.11%
AAA56.07%
AA1.54%
A7.64%
BBB9.56%
BB6.66%
B12.98%
Below B4.75%
Others0.80%

Top 9 holdings (100.05% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Large Cap S&P 500 Index InstPLFIX49.80%
Principal Diversified International R6PDIFX23.60%
Principal MidCap S&P 400 Index R6PMAPX12.47%
Principal SmallCap S&P 600 Index R6PSPIX4.10%
Principal Origin Emerging Markets R6POEFX2.54%
Principal International Small Company R6PFISX2.33%
Principal Bond Market Index InstlPNIIX2.25%
Principal Real Estate Securities Fd R6PFRSX2.15%
Principal High Income InstPYHIX0.80%