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Principal Lifetime Strategic Income Fund Class J (PLSJX)

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11.66 +0.02    +0.17%
22/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 239.22M
Type:  Fund
Market:  United States
Issuer:  Principal Funds
Asset Class:  Other
Principal LifeTime Strategic Inc J 11.66 +0.02 +0.17%

PLSJX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Principal LifeTime Strategic Inc J (PLSJX) fund. Our Principal LifeTime Strategic Inc J portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 2.42 5.33 2.91
Stocks 34.82 34.82 0.00
Bonds 62.56 64.94 2.38
Preferred 0.01 0.01 0.00
Other 0.20 0.20 0.00

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 18.74 16.81
Price to Book 2.65 2.40
Price to Sales 2.04 1.74
Price to Cash Flow 12.14 10.34
Dividend Yield 2.00 2.59
5 Years Earnings Growth 11.61 10.87

Sector Allocation

Name  Net % Category Average
Technology 20.17 21.66
Financial Services 18.16 15.46
Industrials 12.36 11.12
Healthcare 11.29 11.86
Consumer Cyclical 10.41 10.43
Communication Services 6.47 6.77
Consumer Defensive 4.85 6.08
Energy 4.74 4.46
Real Estate 4.30 4.96
Basic Materials 3.97 4.25
Utilities 3.30 2.96

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 23

Number of short holdings: 1

Name ISIN Weight % Last Change %
Principal Core Fixed Income R6 - 33.76 - -
Principal Short-Term Income Inst - 17.26 - -
Principal Diversified International R6 - 6.52 - -
Principal High Income Inst - 6.45 - -
Principal Inflation Protection Inst - 5.82 - -
Principal Large Cap S&P 500 Index Inst - 4.19 - -
Principal Blue Chip R6 - 4.14 - -
Principal LargeCap Growth I R6 - 4.11 - -
Principal Equity Income Inst - 3.89 - -
Principal Large Cap Value III Inst - 3.86 - -

Top Other Funds by Principal Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  Principal LifeTime Strategic Inc In 469.77M 6.61 1.01 3.85
  Principal Global Multi-Strategy Ins 261.45M 4.43 3.74 3.56
  Principal Global Multi-Strategy A 32.26M 5.28 4.22 3.23
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