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Principal LifeTime Hybrid 2040 Instl (PLTQX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.92+0.10 (+0.72%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.32%
Stocks81.40%
Bonds17.80%
Others0.47%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PLTQX
Basic materials
3.63%
Consumer cyclical
11.97%
Financial services
15.32%
Property
5.45%
Consumer defensive
5.61%
Healthcare
10.71%
Utilities
1.88%
Communication services
6.57%
Energy
4.46%
Industrials
12.24%
Technology
22.17%

Equity holdings

AveragePLTQXCategory average
Price/Earnings0.0523.13
Price/book0.342.89
Price/sales0.472.12
Price/Cash flow0.0714.1
Median market cap83,583.2269,227.1
3-year earnings growth20.612.06

Bond holdings

AveragePLTQXCategory average
MaturityN/A8.06
Duration3.566.63
Credit qualityN/AN/A

Bond ratings

Sector(s)PLTQX
US government7.12%
AAA62.09%
AA1.72%
A9.04%
BBB11.39%
BB4.33%
B7.88%
Below B3.36%
Others0.19%

Top 9 holdings (100.00% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Large Cap S&P 500 Index InstPLFIX42.14%
Principal Diversified International R-6PDIFX19.69%
Principal Bond Market Index InstlPNIIX14.89%
Principal MidCap S&P 400 Index R-6PMAPX10.74%
Principal SmallCap S&P 600 Index R-6PSPIX3.40%
Principal High Income InstPYHIX2.98%
Principal Real Estate Securities Fd R-6PFRSX2.19%
Principal Origin Emerging Markets R6POEFX2.05%
Principal International Small CompanyR-6PFISX1.93%