LTRIX
Principal LifeTime 2045 Fund
Principal Funds, Inc
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
15
Top-10 weight
92.37%
Effective holdings ?
7
Crowding ?
34.2

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 LargeCap S&P 500 Index Fund PLFIX 12,758,091 $418.85M 23.85%
2 International Equity Fund PIIDX 23,857,613 $409.64M 23.33%
3 Core Fixed Income Fund PICNX 20,918,411 $182.62M 10.40%
4 Equity Income Fund PEIIX 2,613,627 $110.77M 6.31%
5 LargeCap Value Fund III PLVIX 5,736,916 $101.94M 5.81%
6 LargeCap Growth Fund I PLCGX 6,345,538 $99.12M 5.64%
7 Global Emerging Markets Fund PIIMX 2,578,691 $95.88M 5.46%
8 Blue Chip Fund PGBHX 2,276,555 $93.91M 5.35%
9 SmallCap Fund PSMLX 2,071,299 $67.81M 3.86%
10 Small-MidCap Dividend Income Fund PMDHX 1,920,248 $40.94M 2.33%
11 High Yield Fund PHYFX 5,877,774 $39.44M 2.25%
12 Real Estate Securities Fund PFRSX 1,177,077 $33.33M 1.90%
13 MidCap Fund PMAQX 771,782 $32.90M 1.87%
14 International Small Company Fund PFISX 1,586,566 $20.86M 1.19%
15 SmallCap S&P 600 Index Fund PSPIX 285,203 $7.40M 0.42%

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