PLTAX
Principal LifeTime 2060 Fund
Principal Funds, Inc
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
15
Top-10 weight
93.51%
Effective holdings ?
6
Crowding ?
34.5

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 LargeCap S&P 500 Index Fund PLFIX 9,687,423 $318.04M 26.49%
2 International Equity Fund PIIDX 18,169,730 $311.97M 25.99%
3 Equity Income Fund PEIIX 1,996,320 $84.60M 7.05%
4 LargeCap Value Fund III PLVIX 4,384,719 $77.92M 6.49%
5 LargeCap Growth Fund I PLCGX 4,848,366 $75.73M 6.31%
6 Global Emerging Markets Fund PIIMX 1,962,858 $72.98M 6.08%
7 Blue Chip Fund PGBHX 1,740,215 $71.78M 5.98%
8 SmallCap Fund PSMLX 1,580,405 $51.74M 4.31%
9 Small-MidCap Dividend Income Fund PMDHX 1,460,059 $31.13M 2.59%
10 Core Fixed Income Fund PICNX 3,035,985 $26.50M 2.21%
11 MidCap Fund PMAQX 588,917 $25.11M 2.09%
12 Real Estate Securities Fund PFRSX 803,102 $22.74M 1.89%
13 International Small Company Fund PFISX 1,208,783 $15.90M 1.32%
14 High Yield Fund PHYFX 1,288,439 $8.65M 0.72%
15 SmallCap S&P 600 Index Fund PSPIX 213,707 $5.54M 0.46%

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