Principal LifeTime 2020 Fund R-3 Class (PTBMX)

PTBMX Holdings Information

PTBMX is a mutual fund with a total of 19 individual holdings.

• Total Holdings: 19
• Top 10 Percentage: 94.36%
• Asset Class: n/a
• Fund Category: Target-Date 2020
• Assets: 2.06B
• Forward PE Ratio: 19.00

Top 25 Holdings

As of Dec 31, 2025

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No.	Symbol	Name	% Weight	Shares
1	PICNX	Principal Core Fixed Income Fund Class R-6	33.75%	73,947,555
2	PSHIX	Principal Short-Term Income Fund Institutional Class	14.23%	22,356,429
3	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	12.10%	7,141,683
4	PIIDX	Principal International Equity Fund R-6 Class	11.12%	12,977,032
5	PHYFX	Principal High Yield Fund Class R-6	6.05%	17,215,192
6	PIPIX	Principal Inflation Protection Fund Institutional Class	5.33%	13,273,424
7	PEIIX	Principal Equity Income Fund Institutional Class	3.12%	1,455,700
8	PLCGX	Principal LargeCap Growth Fund I Class R-6	2.98%	3,534,872
9	PLVIX	Principal LargeCap Value Fund III Institutional Class	2.90%	3,194,193
10	PGBHX	Principal Blue Chip Fund Class R6	2.79%	1,267,405
11	PIIMX	Principal Global Emerging Markets Fund Class R6	2.27%	1,263,768
12	PSMLX	Principal SmallCap Fund Class R6	1.84%	1,126,304
13	PFRSX	Principal Real Estate Securities Fund Class R6	1.60%	1,105,174
14	PMDHX	Principal Small-MidCap Dividend Income Fund R6	1.06%	1,028,043
15	PMAQX	Principal MidCap Fund Class R6	0.92%	411,110
16	PFISX	Principal International Small Company Fund R6	0.55%	829,906
17	PDARX	Principal Diversified Real Asset Fund Class R-6	0.38%	599,329
18	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.21%	159,659
19	n/a	CASH & RECEIVABLES	-3.19%	n/a