PTBSX - Principal LifeTime 2020 R4

Nasdaq - Nasdaq Delayed Price. Currency in USD

Overall Portfolio Composition (%)

Cash9.97%
Stocks51.99%
Bonds36.65%
Others0.15%
Preferred0.10%
Convertable0.35%

Sector Weightings (%)

Sector
PTBSX
Basic Materials
5.56%
Consumer Cyclical
12.96%
Financial Services
20.43%
Realestate
4.65%
Consumer Defensive
5.60%
Healthcare
9.29%
Utilities
4.20%
Communication Services
3.60%
Energy
6.77%
Industrials
12.29%
Technology
14.65%

Equity Holdings

AveragePTBSXCategory Average
Price/Earnings15.9615.97
Price/Book2.122.2
Price/Sales1.581.69
Price/Cashflow7.388.34
Median Market Cap35,343.8945,200.66
3 Year Earnings Growth13.5511.97

Bond Holdings

AveragePTBSXCategory Average
Maturity8.327.91
Duration5.245.2
Credit QualityN/AN/A

Bond Ratings

SectorPTBSX
US Goverment0.00%
AAA48.43%
AA7.52%
A10.38%
BBB17.24%
BB5.04%
B5.28%
Below B3.06%
Others3.05%

Top 10 Holdings (70.75% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
Principal Core Plus Bond InstPMSIX14.89%
Principal Diversified Intl InstPIIIX7.43%
Principal Overseas InstlPINZX7.23%
Principal Large Cap S&P 500 Index InstPLFIX7.22%
Principal Bond Market Index InstlPNIIX6.86%
Principal Global Div Inc R-6PGBLX6.85%
Principal Short-Term Income InstPSHIX6.60%
Principal Global Opportunities InstlPGOIX4.61%
Principal Global Multi-Strategy R-6PGLSX4.60%
Principal LargeCap Growth I R6PLCGX4.46%