Principal LifeTime 2035 Fund R-3 Class (LTAOX)

LTAOX Holdings Information

LTAOX is a mutual fund with a total of 16 individual holdings.

• Total Holdings: 16
• Top 10 Percentage: 93.20%
• Asset Class: n/a
• Fund Category: Target-Date 2035
• Assets: 2.05B
• Forward PE Ratio: 17.22

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	PICNX	Principal Core Fixed Income Fund Class R-6	29.54%	64,685,952
2	PIIDX	Principal International Equity Fund R-6 Class	17.86%	20,411,413
3	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	17.38%	10,608,593
4	PEIIX	Principal Equity Income Fund Institutional Class	4.87%	2,218,364
5	PIIMX	Principal Global Emerging Markets Fund Class R6	4.49%	2,404,584
6	PLVIX	Principal LargeCap Value Fund III Institutional Class	4.45%	4,855,261
7	PHYFX	Principal High Yield Fund Class R-6	4.31%	12,399,871
8	PLCGX	Principal LargeCap Growth Fund I Class R-6	3.90%	5,175,592
9	PGBHX	Principal Blue Chip Fund Class R6	3.60%	1,853,265
10	PSMLX	Principal SmallCap Fund Class R6	2.81%	1,722,215
11	PFRSX	Principal Real Estate Securities Fund Class R6	2.47%	1,639,491
12	PMDHX	Principal Small-MidCap Dividend Income Fund R6	1.73%	1,602,152
13	PMAQX	Principal MidCap Fund Class R6	1.30%	641,823
14	PFISX	Principal International Small Company Fund R6	0.87%	1,339,894
15	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.32%	237,317
16	n/a	CASH & RECEIVABLES	0.11%	n/a