Principal LifeTime Hybrid 2040 Fund

Principal LifeTime Hybrid 2040 Fund is a registered fund series of Principal Funds, Inc (series S000046561). Net assets $1.4B as of 2026-04-30.

Profile

Advisers

Top holdings (9 reported)

HoldingTickerValue% of fund
LargeCap S&P 500 Index FundPLFIX$582.7M4074.49%
International Equity FundPIIDX$284.9M1992.45%
Bond Market Index FundPNIIX$280.2M1959.14%
Global Emerging Markets FundPIIMX$78.2M546.68%
SmallCap S&P 600 Index FundPSPIX$54.8M383.54%
MidCap S&P 400 Index FundPMAPX$52.1M364.23%
High Yield FundPHYFX$47.1M329.10%
Real Estate Securities FundPFRSX$36.2M252.86%
International Small Company FundPFISX$13.8M96.58%

Net asset history

Report dateNet assets
2026-04-30$1.4B
2026-01-31$1.3B
2025-10-31$1.2B
2025-07-31$1.1B
2025-04-30$895.0M
2025-01-31$858.8M
2024-10-31$781.3M
2024-07-31$743.7M

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