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Principal LifeTime Hybrid 2025 R6 (PLFTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.19+0.01 (+0.08%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.24%
Stocks51.75%
Bonds47.68%
Others0.32%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PLFTX
Basic materials
3.88%
Consumer cyclical
11.83%
Financial services
15.38%
Property
3.75%
Consumer defensive
5.64%
Healthcare
10.64%
Utilities
2.56%
Communication services
6.59%
Energy
5.02%
Industrials
12.64%
Technology
22.06%

Equity holdings

AveragePLFTXCategory average
Price/Earnings0.0523.12
Price/book0.342.92
Price/sales0.482.18
Price/Cash flow0.0714.45
Median market cap82,588.7175,917.3
3-year earnings growth20.9112.3

Bond holdings

AveragePLFTXCategory average
Maturity9.28.09
Duration3.346.6
Credit qualityN/AN/A

Bond ratings

Sector(s)PLFTX
US government19.27%
AAA62.93%
AA1.85%
A9.50%
BBB13.33%
BB3.11%
B5.14%
Below B2.17%
Others1.97%

Top 10 holdings (98.77% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Bond Market Index InstlPNIIX29.46%
Principal Large Cap S&P 500 Index InstPLFIX26.53%
Principal Diversified International R-6PDIFX12.40%
Principal Short-Term Income InstPSHIX8.05%
Principal MidCap S&P 400 Index R-6PMAPX6.76%
Principal High Income InstPYHIX5.19%
Principal Inflation Protection InstPIPIX4.69%
Principal Diversified Real Asset R6PDARX2.27%
Principal SmallCap S&P 600 Index R-6PSPIX2.13%
Principal Origin Emerging Markets R6POEFX1.29%