Nasdaq - Delayed Quote USD

Principal LifeTime Strategic Inc A (PALTX)

11.12 +0.05 (+0.45%)
At close: 8:00 PM EDT

Top 10 Holdings (87.09% of Total Assets)

SymbolCompany% Assets
PICNX
Principal Core Fixed Income 33.31%
PSHIX
Principal Short-Term Income Inst 16.94%
PYHIX
Principal High Income Inst 6.87%
PIPIX
Principal Inflation Protection Fund 6.07%
PDIFX
Principal Diversified International R-6 5.70%
PGBHX
Principal Blue Chip Fund 3.76%
PLFIX
Principal Large Cap S&P 500 Index Inst 3.71%
PLCGX
Principal LargeCap Growth I R6 3.69%
PLVIX
Principal Large Cap Value III Inst 3.54%
PEIIX
Principal Equity Income Inst 3.49%
Get Quotes for Top Holdings

Sector Weightings

SectorPALTX
Technology   19.34%
Financial Services   17.03%
Industrials   14.05%
Consumer Cyclical   11.06%
Healthcare   11.04%
Communication Services   5.66%
Energy   5.24%
Consumer Defensive   5.07%
Real Estate   4.45%
Basic Materials   4.10%
Utilities   2.94%

Overall Portfolio Composition (%)

Cash 0.41%
Stocks 35.80%
Bonds 63.58%
Others 0.20%
Preferred 0.00%
Convertible 0.00%

Bond Ratings

US Government 14.79%
AAA 48.85%
AA 1.73%
A 14.83%
BBB 21.95%
BB 3.20%
B 5.12%
Below B 2.22%
Other 2.11%

Equity Holdings

Average PALTX Category Average
Price/Earnings 0.05 22.19
Price/Book 0.35 2.71
Price/Sales 0.48 2.12
Price/Cashflow 0.07 13.83
Median Market Cap 72,837.47 68,208.88
3 Year Earnings Growth 18.14 11.26

Bond Holdings

Average PALTX Category Average
Maturity 9.28 8.1
Duration 3.67 6.59
Credit Quality -- --

Performance & Risk

YTD Return 0.82%
5y Average Return 3.01%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.72
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 809.76M
YTD Return 2.81%
Yield 2.21%
Morningstar Rating
Inception Date Jun 28, 2005

Fund Summary

The fund is a fund of funds and invests in underlying funds of Principal Funds, Inc. ("PFI"). Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities. Its asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

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