PTDIX
Principal LifeTime 2040 Fund
Principal Funds, Inc
Fund of fundsTarget-date

Portfolio concentration

As of January 31, 2026 · N-PORT
Holdings
15
Top-10 weight
92.89%
Effective holdings ?
7
Crowding ?
33.8

Holdings

As of January 31, 2026 · N-PORT
#SecurityTickerSharesValue% of fund
1 LargeCap S&P 500 Index Fund PLFIX 30,518,072 $1.00B 21.29%
2 International Equity Fund PIIDX 57,109,964 $980.58M 20.84%
3 Core Fixed Income Fund PICNX 99,897,082 $872.10M 18.53%
4 Equity Income Fund PEIIX 6,261,196 $265.35M 5.64%
5 LargeCap Value Fund III PLVIX 13,745,974 $244.27M 5.19%
6 LargeCap Growth Fund I PLCGX 15,202,441 $237.46M 5.05%
7 Global Emerging Markets Fund PIIMX 6,171,375 $229.45M 4.88%
8 Blue Chip Fund PGBHX 5,454,699 $225.01M 4.78%
9 SmallCap Fund PSMLX 4,957,937 $162.32M 3.45%
10 High Yield Fund PHYFX 22,223,598 $149.12M 3.17%
11 Small-MidCap Dividend Income Fund PMDHX 4,599,781 $98.07M 2.08%
12 Real Estate Securities Fund PFRSX 3,176,932 $89.97M 1.91%
13 MidCap Fund PMAQX 1,845,901 $78.69M 1.67%
14 International Small Company Fund PFISX 3,797,553 $49.94M 1.06%
15 SmallCap S&P 600 Index Fund PSPIX 683,249 $17.72M 0.38%

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