Principal LifeTime 2060 Fund Institutional Class (PLTZX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
21.03
-0.01 (-0.05%)
At close: Aug 26, 2026
PLTZX Holdings Information
PLTZX is a mutual fund with a total of 18 individual holdings.
Total Holdings
18
Top 10 Percentage
94.04%
Asset Class
Equity
Fund Category
Target-Date 2060+
Assets
1.20B
Forward PE Ratio
17.31
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | PLFIX | Principal LargeCap S&P 500 Index Fund Institutional Class | 27.29% |
| 2 | PIIDX | Principal International Equity R-6 | 24.40% |
| 3 | PIIMX | Principal Glb Emerging Markets R6 | 7.18% |
| 4 | PEIIX | Principal Equity Income Fund Institutional Class | 7.17% |
| 5 | PLVIX | Principal LargeCap Value Fund III Institutional Class | 6.70% |
| 6 | PLCGX | Principal LargeCap Growth I R6 | 6.16% |
| 7 | PGBHX | Principal Blue Chip R6 | 5.38% |
| 8 | PSMLX | Principal SmallCap R6 | 4.60% |
| 9 | PMDHX | Principal Small-MidCap Dividend Inc R6 | 2.69% |
| 10 | PFRSX | Principal Real Estate Securities Fd R6 | 2.46% |
| 11 | PICNX | Principal Core Fixed Income R6 | 1.96% |
| 12 | PMAQX | Principal MidCap R6 | 1.89% |
| 13 | PFISX | Principal International Small Company R6 | 0.95% |
| 14 | PHYFX | Principal High Yield R-6 | 0.65% |
| 15 | PSPIX | Principal SmallCap S&P 600 Index R6 | 0.51% |
| 16 | n/a | CASH & RECEIVABLES | 0.01% |
| 17 | PSC | Principal U.S. Small-Cap ETF | 0.00% |
| 18 | USMC | Principal U.S. Mega-Cap ETF | 0.00% |
As of Jun 30, 2026