Principal LifeTime Hybrid 2030 Fund (PHTNX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 30.17% of fund assets.
Principal LifeTime Hybrid 2030 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHTNX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
LARGECAP S&P 500 INDEX FUND
|
30.17% | $494,921,464.88 | 14,471,388 |
|
-
BOND MARKET INDEX FUND
|
28.18% | $462,269,746.87 | 54,066,637 |
|
-
INTERNATIONAL EQUITY FUND
|
14.74% | $241,804,771.25 | 14,207,096 |
|
-
SHORT-TERM INCOME FUND
|
5.61% | $92,079,113.25 | 7,609,844 |
|
-
HIGH YIELD FUND
|
4.57% | $74,937,716.24 | 11,302,823 |
|
-
GLOBAL EMERGING MARKETS FUND
|
4.03% | $66,132,649.91 | 1,673,397 |
|
-
INFLATION PROTECTION FUND
|
3.88% | $63,729,853.29 | 8,180,982 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
2.82% | $46,331,087.80 | 1,650,555 |
|
-
MIDCAP S&P 400 INDEX FUND
|
2.69% | $44,173,665.58 | 1,851,369 |
|
-
REAL ESTATE SECURITIES FUND
|
1.83% | $30,037,333.74 | 968,322 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.73% | $11,909,853.84 | 914,735 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.71% | $11,626,417.47 | 831,052 |
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