Principal LifeTime 2050 Fund Class A (PPEAX)

PPEAX Holdings List

As of Mar 31, 2025

Filter results

No.	Symbol	Name	% Weight	Shares
1	PIIDX	Principal International Equity Fund R-6 Class	23.12%	53,998,066
2	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	11.78%	13,737,199
3	PGBHX	Principal Blue Chip Fund Class R6	11.73%	8,412,696
4	PLCGX	Principal LargeCap Growth Fund I Class R-6	11.30%	23,449,373
5	PEIIX	Principal Equity Income Fund Institutional Class	11.00%	8,882,089
6	PLVIX	Principal LargeCap Value Fund III Institutional Class	10.93%	18,207,192
7	PSMLX	Principal SmallCap Fund Class R6	3.61%	4,387,175
8	PICNX	Principal Core Fixed Income Fund Class R-6	3.44%	12,657,703
9	PMAQX	Principal MidCap Fund Class R6	2.93%	2,080,079
10	PMDHX	Principal Small-MidCap Dividend Income Fund R6	2.43%	4,269,747
11	PIIMX	Principal Global Emerging Markets Fund Class R6	2.37%	2,783,973
12	PFRSX	Principal Real Estate Securities Fund Class R6	2.29%	2,502,079
13	PHYFX	Principal High Yield Fund Class R-6	1.05%	4,997,968
14	PFISX	Principal International Small Company Fund R6	1.02%	3,105,652
15	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.99%	1,340,922
16	n/a	CASH & RECEIVABLES	0.01%	n/a

As of Mar 31, 2025

Asset Allocation

Asset Class	% Weight
Stocks	94.54%
Bond	4.66%
Cash	0.39%
Other	0.38%
Not Classified	0.03%

Sector Breakdown

Sector	% Weight
Technology	19.71%
Financials	17.34%
Industrials	13.31%
Healthcare	11.50%
Consumer Discretionary	11.10%
Communication Services	5.74%
Real Estate	5.54%
Consumer Staples	5.35%
Energy	4.47%
Materials	3.75%
Utilities	2.20%

Country Breakdown

Sector	% Weight
United States	99.99%