Principal LifeTime 2060 Fund Institutional Class (PLTZX)

PLTZX Holdings Information

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

• Total Holdings: 16
• Top 10 Percentage: 93.24%
• Asset Class: Equity
• Fund Category: Target-Date 2060+
• Assets: 1.20B
• Forward PE Ratio: 17.10

Top 25 Holdings

As of Mar 31, 2026

Filter results

No.	Symbol	Name	% Weight	Shares
1	PIIDX	Principal International Equity Fund R-6 Class	26.54%	18,008,959
2	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	25.82%	9,361,533
3	PEIIX	Principal Equity Income Fund Institutional Class	7.24%	1,957,315
4	PIIMX	Principal Global Emerging Markets Fund Class R6	6.67%	2,121,009
5	PLVIX	Principal LargeCap Value Fund III Institutional Class	6.61%	4,283,920
6	PLCGX	Principal LargeCap Growth Fund I Class R-6	5.80%	4,567,000
7	PGBHX	Principal Blue Chip Fund Class R6	5.34%	1,635,317
8	PSMLX	Principal SmallCap Fund Class R6	4.18%	1,522,402
9	PMDHX	Principal Small-MidCap Dividend Income Fund R6	2.56%	1,412,013
10	PFRSX	Principal Real Estate Securities Fund Class R6	2.49%	980,433
11	PICNX	Principal Core Fixed Income Fund Class R-6	2.31%	3,005,552
12	PMAQX	Principal MidCap Fund Class R6	1.93%	567,163
13	PFISX	Principal International Small Company Fund R6	1.29%	1,182,253
14	PHYFX	Principal High Yield Fund Class R-6	0.75%	1,282,126
15	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.47%	205,894
16	n/a	CASH & RECEIVABLES	0.01%	n/a