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Principal LifeTime Hybrid 2055 Instl (PLTNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.34+0.07 (+0.43%)
At close: 08:00PM EDT

Overall portfolio composition (%)

Cash0.44%
Stocks96.08%
Bonds2.98%
Others0.51%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
PLTNX
Basic materials
3.58%
Consumer cyclical
11.27%
Financial services
15.48%
Property
4.91%
Consumer defensive
5.64%
Healthcare
10.59%
Utilities
2.03%
Communication services
7.12%
Energy
4.66%
Industrials
12.08%
Technology
22.63%

Equity holdings

AveragePLTNXCategory average
Price/Earnings0.0522.66
Price/book0.352.79
Price/sales0.482.08
Price/Cash flow0.0714.07
Median market cap86,810.5767,491.51
3-year earnings growth21.4111.77

Bond holdings

AveragePLTNXCategory average
MaturityN/A8.1
Duration3.916.61
Credit qualityN/AN/A

Bond ratings

Sector(s)PLTNX
US government1.08%
AAA55.96%
AA1.54%
A7.63%
BBB9.54%
BB6.70%
B13.05%
Below B4.78%
Others0.80%

Top 9 holdings (100.01% of total assets)

Get quotes for top holdings
NameSymbol% assets
Principal Large Cap S&P 500 Index InstPLFIX49.93%
Principal Diversified International R6PDIFX23.65%
Principal MidCap S&P 400 Index R6PMAPX12.45%
Principal SmallCap S&P 600 Index R6PSPIX4.03%
Principal Origin Emerging Markets R6POEFX2.54%
Principal International Small Company R6PFISX2.31%
Principal Bond Market Index InstlPNIIX2.18%
Principal Real Estate Securities Fd R6PFRSX2.13%
Principal High Income InstPYHIX0.78%