Principal LifeTime Hybrid 2040 R6 (PLMTX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
As of 08:05AM EDT. Market open.
Overall portfolio composition (%)
Cash0.32%
Stocks81.41%
Bonds17.79%
Others0.47%
Preferred0.00%
Convertible0.00%
Sector weightings (%)
Sector(s)PLMTX
Basic materials3.66%
Consumer cyclical11.82%
Financial services15.40%
Property5.43%
Consumer defensive5.61%
Healthcare10.65%
Utilities1.91%
Communication services6.60%
Energy4.58%
Industrials12.29%
Technology22.05%
Equity holdings
AveragePLMTXCategory average
Price/Earnings0.0523.13
Price/book0.342.89
Price/sales0.472.12
Price/Cash flow0.0714.1
Median market cap83,04469,227.1
3-year earnings growth20.7812.06
Bond holdings
AveragePLMTXCategory average
MaturityN/A8.06
Duration3.566.63
Credit qualityN/AN/A
Bond ratings
Sector(s)PLMTX
US government7.11%
AAA61.96%
AA1.68%
A8.85%
BBB11.08%
BB4.43%
B7.95%
Below B3.37%
Others0.68%
Top 9 holdings (100.00% of total assets)
Get quotes for top holdings| Name | Symbol | % assets |
|---|---|---|
| Principal Large Cap S&P 500 Index Inst | PLFIX | 42.14% |
| Principal Diversified International R-6 | PDIFX | 19.69% |
| Principal Bond Market Index Instl | PNIIX | 14.89% |
| Principal MidCap S&P 400 Index R-6 | PMAPX | 10.74% |
| Principal SmallCap S&P 600 Index R-6 | PSPIX | 3.40% |
| Principal High Income Inst | PYHIX | 2.98% |
| Principal Real Estate Securities Fd R-6 | PFRSX | 2.19% |
| Principal Origin Emerging Markets R6 | POEFX | 2.05% |
| Principal International Small CompanyR-6 | PFISX | 1.93% |
© 2024 Yahoo. All rights reserved.