Principal LifeTime Hybrid 2040 Fund R-6 (PLMTX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
16.96
+0.03 (0.18%)
At close: Feb 13, 2026
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
18.87
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | PLFIX | Principal LargeCap S&P 500 Index Fund Institutional Class | 44.54% |
| 2 | PIIDX | Principal International Equity Fund R-6 Class | 20.36% |
| 3 | PNIIX | Principal Bond Market Index Institutional Class | 19.35% |
| 4 | PIIMX | Principal Global Emerging Markets Fund Class R6 | 4.12% |
| 5 | PMAPX | Principal MidCap S&P 400 Index Fund Class R6 | 3.83% |
| 6 | PSPIX | Principal SmallCap S&P 600 Index Fund Class R6 | 3.74% |
| 7 | PHYFX | Principal High Yield Fund Class R-6 | 3.29% |
| 8 | PFRSX | Principal Real Estate Securities Fund Class R6 | 2.03% |
| 9 | PFISX | Principal International Small Company Fund R6 | 1.10% |
| 10 | n/a | CASH & RECEIVABLES | -2.35% |
As of Dec 31, 2025