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Principal LifeTime Hybrid 2040 J (PHJEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.25+0.10 (+0.71%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.44%
Stocks80.22%
Bonds18.91%
Others0.44%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PHJEX
Basic materials
3.60%
Consumer cyclical
11.44%
Financial services
15.62%
Property
5.29%
Consumer defensive
5.68%
Healthcare
10.73%
Utilities
2.06%
Communication services
6.95%
Energy
4.76%
Industrials
12.15%
Technology
21.73%

Equity holdings

AveragePHJEXCategory average
Price/Earnings0.0523.13
Price/book0.362.89
Price/sales0.492.12
Price/Cash flow0.0714.1
Median market cap81,320.1469,227.1
3-year earnings growth20.7912.06

Bond holdings

AveragePHJEXCategory average
MaturityN/A8.06
Duration3.576.63
Credit qualityN/AN/A

Bond ratings

Sector(s)PHJEX
US government7.66%
AAA62.59%
AA1.76%
A8.70%
BBB10.86%
BB4.34%
B8.02%
Below B2.99%
Others0.74%

Top 9 holdings (100.01% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Large Cap S&P 500 Index InstPLFIX41.48%
Principal Diversified International R-6PDIFX19.71%
Principal Bond Market Index InstlPNIIX15.94%
Principal MidCap S&P 400 Index R-6PMAPX10.30%
Principal SmallCap S&P 600 Index R-6PSPIX3.28%
Principal High Income InstPYHIX3.14%
Principal Origin Emerging Markets R6POEFX2.15%
Principal Real Estate Securities Fd R-6PFRSX2.11%
Principal International Small CompanyR-6PFISX1.90%