# 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

- Series ID: S000046561
- Registrant: Principal Funds, Inc
- LEI: 549300HVNMFXPLESEP22
- Net assets: $1.4B
- Total assets: $1.4B
- As of: 2026-04-30
- Type: Fund of funds

## Advisers

- [Principal Global Investors, LLC (Advisor)](https://search.stillhousedata.com/firm/109002)

## Top holdings (9 reported)

| Holding | Ticker | Value | % of fund |
| --- | --- | --- | --- |
| [LargeCap S&P 500 Index Fund](https://search.stillhousedata.com/security/74253Q788) | PLFIX | $582.7M | 4074.49% |
| [International Equity Fund](https://search.stillhousedata.com/security/74256W592) | PIIDX | $284.9M | 1992.45% |
| [Bond Market Index Fund](https://search.stillhousedata.com/security/742553316) | PNIIX | $280.2M | 1959.14% |
| [Global Emerging Markets Fund](https://search.stillhousedata.com/security/74256W618) | PIIMX | $78.2M | 546.68% |
| [SmallCap S&P 600 Index Fund](https://search.stillhousedata.com/security/74256W543) | PSPIX | $54.8M | 383.54% |
| [MidCap S&P 400 Index Fund](https://search.stillhousedata.com/security/74256W576) | PMAPX | $52.1M | 364.23% |
| [High Yield Fund](https://search.stillhousedata.com/security/74256W626) | PHYFX | $47.1M | 329.10% |
| [Real Estate Securities Fund](https://search.stillhousedata.com/security/74256W568) | PFRSX | $36.2M | 252.86% |
| [International Small Company Fund](https://search.stillhousedata.com/security/74256W493) | PFISX | $13.8M | 96.58% |

## Net asset history

| Report date | Net 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 |

## More

- [Registrant: Principal Funds, Inc](https://search.stillhousedata.com/registrant/898745)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/fund/S000046561.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.