PLTAX Holdings Information

PLTAX is a mutual fund with a total of 21 individual holdings.

Total Holdings

Top 10 Percentage

95.43%

Asset Class

Equity

Fund Category

Target-Date 2060+

Assets

1.20B

Forward PE Ratio

n/a

Breakdown by Sector

No.	Symbol	Name	% Weight	Shares
1	PIIDX	Principal International Equity R-6	24.53%	15,424,421
2	PWCIX	Principal Capital Appreciation Fund Institutional Class	18.57%	2,215,222
3	PLCGX	Principal LargeCap Growth I R6	13.62%	9,377,401
4	PLVIX	Principal LargeCap Value Fund III Institutional Class	10.22%	5,704,270
5	USMC	Principal U.S. Mega-Cap ETF	8.77%	1,312,008
6	PIIMX	Principal Glb Emerging Markets R6	6.77%	1,885,225
7	PEIIX	Principal Equity Income Fund Institutional Class	5.90%	1,456,502
8	PSC	Principal U.S. Small-Cap ETF	2.62%	434,168
9	PFRSX	Principal Real Estate Securities Fd R6	2.41%	877,245
10	PSMLX	Principal SmallCap R6	2.02%	652,111
11	PICNX	Principal Core Fixed Income R6	1.50%	2,021,391
12	PFISX	Principal International Small Company R6	0.85%	723,349
13	PHYFX	Principal High Yield R-6	0.74%	1,295,153
14	PPREX	Principal Spectrum Pref&Cptl Scs IncR6	0.72%	899,882
15	PGBHX	Principal Blue Chip R6	0.37%	97,603
16	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	0.12%	38,827
17	n/a	Usd	0.10%	1,153,396
18	PGWXX	Principal Government Money Market R-6	0.09%	985,212
19	PSPIX	Principal SmallCap S&P 600 Index R6	0.06%	23,796
20	PMAQX	Principal MidCap R6	0.01%	1,679
21	PMDHX	Principal Small-MidCap Dividend Inc R6	0.00%	1,570

As of Aug 31, 2026