Principal LifeTime Strategic Income Fund (PLAIX) is an MF managed by Independent / Boutique. Its largest position is CORE FIXED INCOME FUND (PICNX), representing 33.99% of fund assets.
Principal LifeTime Strategic Income Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLAIX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
CORE FIXED INCOME FUND
|
33.99% | $227,421,862.20 | 26,383,047 |
|
-
SHORT-TERM INCOME FUND
|
16.55% | $110,734,585.67 | 9,151,619 |
|
-
LARGECAP S&P 500 INDEX FUND
|
9.69% | $64,859,288.64 | 1,896,470 |
|
-
INTERNATIONAL EQUITY FUND
|
9.28% | $62,107,875.21 | 3,649,111 |
|
-
HIGH YIELD FUND
|
6.38% | $42,718,749.82 | 6,443,250 |
|
-
INFLATION PROTECTION FUND
|
5.66% | $37,854,429.86 | 4,859,362 |
|
-
EQUITY INCOME FUND
|
2.64% | $17,682,938.76 | 396,567 |
|
-
GLOBAL EMERGING MARKETS FUND
|
2.54% | $17,006,249.28 | 430,320 |
|
-
LARGECAP VALUE FUND III
|
2.40% | $16,076,664.86 | 868,070 |
|
-
LARGECAP GROWTH FUND I
|
2.21% | $14,773,115.59 | 925,054 |
|
-
BLUE CHIP FUND
|
2.04% | $13,649,608.99 | 331,301 |
|
-
REAL ESTATE SECURITIES FUND
|
1.86% | $12,420,561.95 | 400,405 |
|
-
SMALLCAP FUND
|
1.58% | $10,557,372.49 | 307,526 |
|
-
SMALL-MIDCAP DIVIDEND INCOME FUND
|
0.94% | $6,319,903.11 | 286,487 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.72% | $4,833,063.48 | 345,466 |
|
-
MIDCAP FUND
|
0.68% | $4,533,072.33 | 114,616 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.47% | $3,118,343.81 | 239,504 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
0.18% | $1,200,739.98 | 42,777 |
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