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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2025 R6 (PLFTX)

12.67
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.

Top 10 Holdings (99.01% of Total Assets)

SymbolCompany% Assets
PNIIX
Principal Bond Market Index Instl 32.01%
PLFIX
Principal Large Cap S&P 500 Index Inst 28.53%
PIIDX
Principal International Equity R-6 11.67%
PSHIX
Principal Short-Term Income Inst 9.27%
PHYFX
Principal High Yield R-6 5.01%
PIPIX
Principal Inflation Protection Inst 4.65%
PMAPX
Principal MidCap S&P 400 Index R6 2.56%
PSPIX
Principal SmallCap S&P 600 Index R6 2.29%
PFRSX
Principal Real Estate Securities Fd R6 1.79%
PIIMX
Principal Glb Emerging Markets R6 1.23%
Get Quotes for Top Holdings

Sector Weightings

SectorPLFTX
Technology   23.42%
Financial Services   16.12%
Consumer Cyclical   11.11%
Healthcare   10.33%
Industrials   9.76%
Communication Services   9.08%
Real Estate   6.13%
Consumer Defensive   5.44%
Energy   3.51%
Basic Materials   2.93%
Utilities   2.16%

Overall Portfolio Composition (%)

Cash 0.62%
Stocks 48.71%
Bonds 50.41%
Others 0.21%
Preferred 0.06%
Convertible 0.00%

Bond Ratings

US Government 21.38%
AAA 66.32%
AA 2.21%
A 8.98%
BBB 12.20%
BB 3.16%
B 4.05%
Below B 1.38%
Other 1.71%

Equity Holdings

Average PLFTX Category Average
Price/Earnings 0.05 23.12
Price/Book 0.34 2.92
Price/Sales 0.45 2.18
Price/Cashflow 0.07 14.45
Median Market Cap 119,955.03 75,917.3
3 Year Earnings Growth 12.2 12.3

Bond Holdings

Average PLFTX Category Average
Maturity 9.45 8.09
Duration 3.68 6.6
Credit Quality -- --

Performance & Risk

YTD Return -0.47%
5y Average Return 7.62%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category Target-Date 2025
Fund Family Principal Funds
Net Assets 934.63M
YTD Return 0.47%
Yield 2.80%
Morningstar Rating
Inception Date Mar 01, 2018

Fund Summary

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2025. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.

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