Principal LifeTime Hybrid 2040 Fund R-6 (PLMTX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.73
+0.02 (0.12%)
Mar 10, 2026, 9:30 AM EST

PLMTX Holdings Information

PLMTX is a mutual fund with a total of 10 individual holdings.

Total Holdings
10
Top 10 Percentage
100.00%
Asset Class
n/a
Fund Category
Target-Date 2040
Assets
1.15B
Forward PE Ratio
18.97

Breakdown by Sector

Top 25 Holdings

No.SymbolName WeightShares
1PLFIXPrincipal LargeCap S&P 500 Index Fund Institutional Class42.12%16,897,850
2PIIDXPrincipal International Equity Fund R-6 Class20.80%15,957,830
3PNIIXPrincipal Bond Market Index Institutional Class18.49%28,491,032
4PIIMXPrincipal Global Emerging Markets Fund Class R64.86%1,721,737
5PSPIXPrincipal SmallCap S&P 600 Index Fund Class R63.80%1,928,113
6PMAPXPrincipal MidCap S&P 400 Index Fund Class R63.72%2,183,381
7PHYFXPrincipal High Yield Fund Class R-63.16%6,201,072
8PFRSXPrincipal Real Estate Securities Fund Class R61.98%920,805
9PFISXPrincipal International Small Company Fund R61.06%1,063,251
10n/aCASH & RECEIVABLES0.01%n/a
As of Jan 31, 2026