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Principal LifeTime Hybrid 2020 Fund (PHTTX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
11.38+0.01 (+0.09%)
At close: 06:25PM EST

Overall Portfolio Composition (%)

Cash1.28%
Stocks44.51%
Bonds53.91%
Others0.30%
Preferred0.00%
Convertable0.00%

Sector Weightings (%)

Sector(s)
PHTTX
Basic Materials
3.94%
Consumer Cyclical
12.12%
Financial Services
15.01%
Real Estate
4.05%
Consumer Defensive
6.41%
Healthcare
10.91%
Utilities
3.08%
Communication Services
5.84%
Energy
4.93%
Industrials
12.08%
Technology
21.64%

Equity Holdings

AveragePHTTXCategory Average
Price/Earnings0.0523.06
Price/Book0.362.87
Price/Sales0.522.15
Price/Cashflow0.0814.39
Median Market Cap75,592.1171,974.77
3 Year Earnings Growth17.2611.79

Bond Holdings

AveragePHTTXCategory Average
Maturity9.315.85
Duration3.235.65
Credit QualityN/AN/A

Bond Ratings

Sector(s)PHTTX
US Government20.79%
AAA62.87%
AA2.29%
A9.17%
BBB14.10%
BB2.96%
B4.97%
Below B2.12%
Others1.52%

Top 10 Holdings (98.99% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Principal Bond Market Index InstlPNIIX31.21%
Principal Large Cap S&P 500 Index InstPLFIX22.98%
Principal Short-Term Income InstPSHIX12.21%
Principal Diversified International R-6PDIFX10.64%
Principal High Income InstPYHIX5.84%
Principal MidCap S&P 400 Index R-6PMAPX5.57%
Principal Inflation Protection InstPIPIX5.34%
Principal Diversified Real Asset R6PDARX2.29%
Principal SmallCap S&P 600 Index R-6PSPIX1.78%
Principal Origin Emerging Markets R6POEFX1.12%