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: 90.77%
• Asset Class: n/a
• Fund Category: Target-Date 2020
• Assets: 2.06B
• Forward PE Ratio: 17.30

Top 25 Holdings

As of Mar 31, 2026

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No.	Symbol	Name	% Weight	Shares
1	PICNX	Principal Core Fixed Income Fund Class R-6	32.93%	68,560,912
2	PSHIX	Principal Short-Term Income Fund Institutional Class	13.96%	20,735,177
3	PIIDX	Principal International Equity Fund R-6 Class	11.06%	12,015,316
4	PLFIX	Principal LargeCap S&P 500 Index Fund Institutional Class	10.75%	6,242,141
5	PHYFX	Principal High Yield Fund Class R-6	5.88%	16,088,132
6	PIPIX	Principal Inflation Protection Fund Institutional Class	5.22%	12,190,866
7	PEIIX	Principal Equity Income Fund Institutional Class	3.02%	1,305,666
8	PIIMX	Principal Global Emerging Markets Fund Class R6	2.78%	1,416,610
9	PLVIX	Principal LargeCap Value Fund III Institutional Class	2.75%	2,857,799
10	PLCGX	Principal LargeCap Growth Fund I Class R-6	2.41%	3,044,993
11	PGBHX	Principal Blue Chip Fund Class R6	2.22%	1,090,345
12	PFRSX	Principal Real Estate Securities Fund Class R6	1.76%	1,111,682
13	PSMLX	Principal SmallCap Fund Class R6	1.73%	1,010,647
14	PMDHX	Principal Small-MidCap Dividend Income Fund R6	1.07%	945,175
15	PMAQX	Principal MidCap Fund Class R6	0.80%	376,733
16	PDARX	Principal Diversified Real Asset Fund Class R-6	0.72%	959,532
17	PFISX	Principal International Small Company Fund R6	0.54%	788,621
18	PSPIX	Principal SmallCap S&P 600 Index Fund Class R6	0.20%	143,317
19	n/a	CASH & RECEIVABLES	0.18%	n/a