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Holdings (Monthly) Guide ↗

Principal LifeTime Hybrid 2025 Fund

· Principal Funds, Inc
Monthly Holdings $1.2B AUM 12 positions Period Jan 2026 Filed Mar 25, 2026 EDGAR ↗ ← All Funds
# Name Ticker Since Shares Value % Port Cat
1 Bond Market Index Fund PNIIX Jan 2026 42,105,739 $360.0M 30.96% EC
2 LargeCap S&P 500 Index Fund PLFIX Jan 2026 9,356,128 $307.2M 26.41% EC
3 International Equity Fund PIIDX Jan 2026 8,838,296 $151.8M 13.05% EC
4 Short-Term Income Fund PSHIX Jan 2026 9,082,597 $110.5M 9.50% EC
5 High Yield Fund PHYFX Jan 2026 8,802,459 $59.1M 5.08% EC
6 Inflation Protection Fund PIPIX Jan 2026 6,775,580 $52.2M 4.49% EC
7 Global Emerging Markets Fund PIIMX Jan 2026 954,315 $35.5M 3.05% EC
8 SmallCap S&P 600 Index Fund PSPIX Jan 2026 1,067,687 $27.7M 2.38% EC
9 MidCap S&P 400 Index Fund PMAPX Jan 2026 1,208,750 $27.1M 2.33% EC
10 Real Estate Securities Fund PFRSX Jan 2026 650,659 $18.4M 1.58% EC
11 International Small Company Fund PFISX Jan 2026 587,976 $7.7M 0.66% EC
12 Diversified Real Asset Fund PDARX Jan 2026 396,288 $5.1M 0.44% EC