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Principal LifeTime Hybrid 2030 Fund Institutional Class

Principal LifeTime Hybrid 2030 Fund Institutional Class

PHTNX ยท NMFQS
PHTNX ยท NMFQS
13.45
USD0.211.59%
Principal LifeTime Hybrid 2030 Fund Institutional Class
PHTNX
13.45
USD0.211.59%

Sector weight

Sector
Equity %
Category Average
Technology
22.98%
24.02%
Financial Services
16.29%
16.74%
Consumer Cyclical
10.90%
10.61%
Healthcare
10.63%
10.59%
Industrials
9.35%
10.82%
Communication Services
9.35%
7.88%
Consumer Defensive
6.01%
5.58%
Real Estate
5.77%
3.45%
Energy
3.63%
3.90%
Basic Materials
3.07%
3.52%
Utilities
2.03%
2.90%
Government
2.03%
43.19%
Municipal
2.03%
0.24%
Corporate
2.03%
23.41%
Securitized
2.03%
23.03%
Cash and Equivalents
2.03%
8.38%
Derivative
2.03%
1.75%

World Regions

Region
Equity %
Category Average
North America
70.10%
70.21%
Europe Developed
10.33%
11.62%
Japan
5.31%
4.67%
Asia Emerging
4.63%
3.89%
Asia Developed
2.99%
3.06%
United Kingdom
2.98%
3.69%
Australasia
1.53%
1.20%
Africa/Middle East
1.13%
0.77%
Latin America
0.76%
0.73%
Europe Emerging
0.24%
0.15%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
116.71K USD
128.92K USD
84.02K USD
Giant
23.74%
22.02%
20.72%
Large
16.84%
15.30%
15.88%
Medium
11.20%
8.93%
13.30%
Small
4.44%
2.34%
4.36%
Micro
1.29%
0.55%
0.97%

Valuation and Growth

Growth Rates
PHTNX.US
Category Average
Price/Prospective Earnings
17.68%
17.74%
Price/Cash Flow
11.58%
11.46%
Price/Book
2.77%
2.75%
Dividend Yield
2.08%
2.06%
Price/Sales
2.05%
2.06%
Valuation Rates
PHTNX.US
Category Average
Historical Earnings
9.78%
5.04%
Long-Term Earnings
9.78%
10.19%
Book-Value Growth
7.01%
2.88%
Sales Growth
5.89%
6.43%
Cash-Flow Growth
4.90%
20.37%

FAQs

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