Principal LifeTime Hybrid 2060 Fund (PLKTX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 51.78% of fund assets.
Principal LifeTime Hybrid 2060 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PLKTX
- 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
|
51.78% | $135,342,435.09 | 3,957,381 |
|
-
INTERNATIONAL EQUITY FUND
|
25.20% | $65,867,183.00 | 3,869,987 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.88% | $17,990,655.18 | 455,229 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
4.85% | $12,676,619.16 | 451,607 |
|
-
MIDCAP S&P 400 INDEX FUND
|
4.67% | $12,202,402.10 | 511,417 |
|
-
REAL ESTATE SECURITIES FUND
|
2.50% | $6,542,123.03 | 210,900 |
|
-
BOND MARKET INDEX FUND
|
2.16% | $5,635,174.01 | 659,085 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $3,308,332.78 | 254,096 |
|
-
HIGH YIELD FUND
|
0.71% | $1,844,217.90 | 278,163 |
Advertisement (320x50)