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Principal LifeTime Hybrid 2040 R6 (PLMTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.60+0.06 (+0.41%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.55%
Stocks80.57%
Bonds18.46%
Others0.42%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PLMTX
Basic materials
3.56%
Consumer cyclical
11.21%
Financial services
15.41%
Property
5.34%
Consumer defensive
5.62%
Healthcare
10.55%
Utilities
2.03%
Communication services
7.10%
Energy
4.63%
Industrials
12.00%
Technology
22.55%

Equity holdings

AveragePLMTXCategory average
Price/Earnings0.0523.13
Price/book0.352.89
Price/sales0.482.12
Price/Cash flow0.0714.1
Median market cap86,785.8169,227.1
3-year earnings growth21.3712.06

Bond holdings

AveragePLMTXCategory average
MaturityN/A8.06
Duration3.66.63
Credit qualityN/AN/A

Bond ratings

Sector(s)PLMTX
US government7.39%
AAA62.68%
AA1.75%
A8.67%
BBB10.81%
BB4.30%
B8.08%
Below B2.96%
Others0.76%

Top 9 holdings (100.01% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Large Cap S&P 500 Index InstPLFIX41.79%
Principal Diversified International R6PDIFX19.74%
Principal Bond Market Index InstlPNIIX15.58%
Principal MidCap S&P 400 Index R6PMAPX10.33%
Principal SmallCap S&P 600 Index R6PSPIX3.32%
Principal High Income InstPYHIX3.05%
Principal Real Estate Securities Fd R6PFRSX2.15%
Principal Origin Emerging Markets R6POEFX2.12%
Principal International Small Company R6PFISX1.92%