PLWIX - Principal LifeTime 2020 Fund

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall Portfolio Composition (%)

Cash2.97%
Stocks42.16%
Bonds54.62%
Others0.17%
Preferred0.07%
Convertable0.00%

Sector Weightings (%)

Sector(s)
PLWIX
Basic Materials
1.75%
Consumer Cyclical
4.70%
Financial Services
6.90%
Real Estate
1.77%
Consumer Defensive
2.59%
Healthcare
5.10%
Utilities
1.51%
Communication Services
2.25%
Energy
2.07%
Industrials
5.24%
Technology
7.81%

Equity Holdings

AveragePLWIXCategory Average
Price/Earnings0.0523.06
Price/Book0.382.87
Price/Sales0.552.15
Price/Cashflow0.0814.39
Median Market Cap58,172.4971,974.77
3 Year Earnings Growth14.911.79

Bond Holdings

AveragePLWIXCategory Average
Maturity91.915.85
Duration3.185.65
Credit QualityN/AN/A

Bond Ratings

Sector(s)PLWIX
US Government13.48%
AAAN/A
AAN/A
AN/A
BBBN/A
BBN/A
BN/A
Below BN/A
OthersN/A

Top 10 Holdings (84.40% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Principal Core Fixed Income R6PICNX32.81%
Principal Short-Term Income InstPSHIX12.12%
Principal Diversified International R-6PDIFX6.35%
Principal High Income InstPYHIX5.72%
Principal Inflation Protection InstPIPIX5.61%
Principal Large Cap S&P 500 Index InstPLFIX4.43%
Principal Blue Chip R-6PGBHX4.42%
Principal LargeCap Growth I R6PLCGX4.40%
Principal Equity Income InstPEIIX4.32%
Principal Large Cap Value III InstPLVIX4.23%