PLTAX holdings — Principal LifeTime 2060 Fund
Principal LifeTime 2060 Fund (PLTAX) held 19 positions with net assets of $1.14B as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 92.3% of the fund, led by PLFIX, PIIDX, PEIIX.
PLTAX top holdings
- PLFIX LargeCap S&P 500 Index Fund — 25.63% ($292M)
- PIIDX International Equity Fund — 24.64% ($281M)
- PEIIX Equity Income Fund — 7.29% ($83.1M)
- PLVIX LargeCap Value Fund III — 6.98% ($79.5M)
- PIIMX Global Emerging Markets Fund — 6.74% ($76.8M)
- PLCGX LargeCap Growth Fund I — 5.96% ($67.9M)
- PGBHX Blue Chip Fund — 5.58% ($63.6M)
- PSMLX SmallCap Fund — 4.39% ($50.0M)
- PMDHX Small-MidCap Dividend Income Fund — 2.63% ($29.9M)
- PFRSX Real Estate Securities Fund — 2.50% ($28.5M)
- PICNX Core Fixed Income Fund — 2.12% ($24.2M)
- PMAQX MidCap Fund — 1.89% ($21.5M)
- PWCIX Principal Capital Appreciation Fund — 0.95% ($10.8M)
- PFISX International Small Company Fund — 0.92% ($10.5M)
- PHYFX High Yield Fund — 0.73% ($8.35M)
- USMC Principal U.S. Mega-Cap ETF — 0.44% ($4.97M)
- PSPIX SmallCap S&P 600 Index Fund — 0.35% ($3.99M)
- PSC Principal U.S. Small-Cap ETF — 0.15% ($1.67M)
- PPREX Spectrum Preferred and Capital Securities Income Fund — 0.08% ($946K)
What are PLTAX's top 10 holdings?
PLFIX (25.6%), PIIDX (24.6%), PEIIX (7.3%), PLVIX (7.0%), PIIMX (6.7%), PLCGX (6.0%), PGBHX (5.6%), PSMLX (4.4%), PMDHX (2.6%), PFRSX (2.5%).
How many stocks are in PLTAX?
Principal LifeTime 2060 Fund reported 19 holdings as of July 31, 2026.
Share classes: PLTAX, PLTCX, PLTOX, PLTZX