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Principal LifeTime 2060 R4 (PLTMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.25+0.05 (+0.29%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.89%
Stocks95.66%
Bonds3.04%
Others0.40%
Preferred0.01%
Convertible0.00%

Sector weightings (%)

Sector(s)
PLTMX
Basic materials
3.88%
Consumer cyclical
11.16%
Financial services
17.45%
Property
5.36%
Consumer defensive
5.07%
Healthcare
11.12%
Utilities
2.06%
Communication services
5.76%
Energy
4.73%
Industrials
13.79%
Technology
19.60%

Equity holdings

AveragePLTMXCategory average
Price/Earnings0.0517.45
Price/book0.352.09
Price/sales0.471.55
Price/Cash flow0.077.5
Median market cap74,798.6634,028.42
3-year earnings growth18.1610.51

Bond holdings

AveragePLTMXCategory average
MaturityN/A7.26
Duration4.175.61
Credit qualityN/AN/A

Bond ratings

Sector(s)PLTMX
US government0.74%
AAA39.64%
AA1.13%
A14.52%
BBB19.39%
BB6.86%
B12.74%
Below B5.45%
Others0.26%

Top 10 holdings (86.37% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Diversified International R-6PDIFX15.71%
Principal Blue Chip R-6PGBHX10.38%
Principal Large Cap S&P 500 Index InstPLFIX10.24%
Principal LargeCap Growth I R6PLCGX10.19%
Principal Large Cap Value III InstPLVIX9.78%
Principal Equity Income InstPEIIX9.62%
Principal Overseas InstlPINZX6.51%
Principal MidCap Value I R-6PCMSX6.21%
Principal MidCap Growth III InstPPIMX4.16%
Principal Origin Emerging Markets R6POEFX3.57%