PLTDX
Principal LifeTime 2070 Fund
Principal Funds, Inc
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
15
Top-10 weight
93.50%
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 821,696 $26.98M 26.50%
2 International Equity Fund PIIDX 1,540,355 $26.45M 25.98%
3 Equity Income Fund PEIIX 169,381 $7.18M 7.05%
4 LargeCap Value Fund III PLVIX 372,019 $6.61M 6.49%
5 LargeCap Growth Fund I PLCGX 411,246 $6.42M 6.31%
6 Global Emerging Markets Fund PIIMX 166,081 $6.17M 6.06%
7 Blue Chip Fund PGBHX 147,618 $6.09M 5.98%
8 SmallCap Fund PSMLX 134,106 $4.39M 4.31%
9 Small-MidCap Dividend Income Fund PMDHX 123,895 $2.64M 2.59%
10 Core Fixed Income Fund PICNX 257,567 $2.25M 2.21%
11 MidCap Fund PMAQX 49,931 $2.13M 2.09%
12 Real Estate Securities Fund PFRSX 68,151 $1.93M 1.90%
13 International Small Company Fund PFISX 102,849 $1.35M 1.33%
14 High Yield Fund PHYFX 109,321 $733.54K 0.72%
15 SmallCap S&P 600 Index Fund PSPIX 18,094 $469.36K 0.46%

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