PLTQX
Principal LifeTime Hybrid 2040 Fund
Principal Funds, Inc
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
9
Top-10 weight
100.00%
Effective holdings ?
4
Crowding ?
35.8

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 LargeCap S&P 500 Index Fund PLFIX 16,897,850 $554.76M 42.12%
2 International Equity Fund PIIDX 15,957,830 $274.00M 20.80%
3 Bond Market Index Fund PNIIX 28,491,032 $243.60M 18.49%
4 Global Emerging Markets Fund PIIMX 1,721,737 $64.01M 4.86%
5 SmallCap S&P 600 Index Fund PSPIX 1,928,113 $50.02M 3.80%
6 MidCap S&P 400 Index Fund PMAPX 2,183,381 $49.04M 3.72%
7 High Yield Fund PHYFX 6,201,072 $41.61M 3.16%
8 Real Estate Securities Fund PFRSX 920,805 $26.08M 1.98%
9 International Small Company Fund PFISX 1,063,251 $13.98M 1.06%

Machine-readable: JSON · Markdown. Programmatic access via the agent surface.