Principal LifeTime Series

Principal Funds
Rated as Principal LifeTime 2050 Fund
Portfolio date Dec 2023

Environment
scorecard

Fossil fuels
Fossil fuels
Poor
Fossil fuel finance
Fossil fuel finance
Fair
Fossil fuel insurance
Fossil fuel insurance
Fair
Deforestation
Deforestation
Fair

Social
scorecard

Gender equality
Gender equality
Poor
Civilian firearms
Civilian firearms
Fair
Prison industrial complex
Prison industrial complex
Poor
Military weapons
Military weapons
Poor
Tobacco
Tobacco
Fair

Fossil fuel grade
The Principal LifeTime Series is 8.03% invested in fossil fuels.

Fossil fuel grade

D
Fossil fuel exposure of 8.03% places the fund in the D tier, between 5.5% and 9% exposure.
8.03% invested in fossil fuels.
Screen# of holdings% of portfolio
Top 200 carbon reserve owners823.1%
Coal industry510.95%
Oil/gas industry2216.93%
Top 30 coal-fired utilities100.8%
Fossil-fired utilities922.31%
All fossil fuel screens2908.03%
Top 200 carbon reserve owners
Top 5 holdings

Top 200 carbon reserve owners

  1. Shell PLC
    0.34%
  2. Chevron Corp
    0.29%
  3. EOG Resources Inc
    0.28%
  4. Exxon Mobil Corp
    0.18%
  5. BHP Group Ltd
    0.16%
Coal industry
Top 5 holdings

Coal industry

  1. Air Products & Chemicals Inc
    0.28%
  2. BHP Group Ltd
    0.16%
  3. Teck Resources Ltd
    0.08%
  4. Alliant Energy Corp
    0.08%
  5. CLP Holdings Ltd
    0.06%
Oil/gas industry
Top 5 holdings

Oil/gas industry

  1. KKR & Co Inc
    0.62%
  2. Shell PLC
    0.34%
  3. Chevron Corp
    0.29%
  4. Air Products & Chemicals Inc
    0.28%
  5. EOG Resources Inc
    0.28%
Top 30 coal-fired utilities
Top 5 holdings

Top 30 coal-fired utilities

  1. Berkshire Hathaway Inc
    0.26%
  2. Xcel Energy Inc
    0.19%
  3. Enel SpA
    0.17%
  4. CLP Holdings Ltd
    0.06%
  5. RWE AG
    0.05%
Fossil-fired utilities
Top 5 holdings

Fossil-fired utilities

  1. Berkshire Hathaway Inc
    0.26%
  2. NextEra Energy Inc
    0.25%
  3. WEC Energy Group Inc
    0.2%
  4. Xcel Energy Inc
    0.19%
  5. Enel SpA
    0.17%
Company research provided by
FFF SolutionsMacroclimateUrgewald Global Coal Exit List

All funds in this target date series

A target date fund series consist of around 10 or 12 different funds, each with their own "target date" marketed at different age demographics. We use the 2050 fund to assign ratings to target date fund series - this is the fund that would be marketed to savers looking to retire around the year 2050. As time progresses and this "target date" approaches, the portfolio mix of the fund shifts away from stocks and towards bonds and other less-risky investments. Usually, the mix of stocks in the portfolio stays the same across a target date fund series, meaning if you are invested in a fund from this target date series that is dated closer to today than 2050, you're likely invested in the same companies flagged above, but you may have lower levels of exposure. We currently only have detailed results for the 2050 version of this target date fund series.

Principal LifeTime 2015 Fund
Principal LifeTime 2020 Fund
Principal LifeTime 2025 Fund
Principal LifeTime 2030 Fund
Principal LifeTime 2035 Fund
Principal LifeTime 2040 Fund
Principal LifeTime 2045 Fund
Principal LifeTime 2050 Fund
Principal LifeTime 2055 Fund
Principal LifeTime 2060 Fund
Principal LifeTime 2065
Principal LifeTime Strategic Income Fund
Principal Lifetime 2070 Fund

All tickers for this target date series

Tickers for each shareclass available from every fund in this target date series.

LTINX
LTSGX
LTAPX
LTSLX
LTPFX
PTBAX
PLWIX
PLFJX
PWASX
PTBMX
PTBSX
PTBPX
LTSTX
LTSNX
LTVPX
LTEEX
LTPDX
PTCAX
PMTIX
PLTJX
PXASX
PTCMX
PTCSX
PTCPX
LTIUX
LTANX
LTAOX
LTSEX
LTPEX
PTDAX
PTDIX
PTDJX
PYASX
PTDMX
PTDSX
PTDPX
LTRIX
LTRGX
LTRVX
LTRLX
LTRDX
PPEAX
PPLIX
PFLJX
PZASX
PTERX
PTESX
PTEFX
LTFIX
LTFGX
LTFDX
LTFLX
LTFPX
PLTZX
PLTAX
PLTRX
PLTCX
PLTMX
PLTOX
PLJIX
PLJAX
PLJCX
PLJDX
PLJEX
PALTX
PLSIX
PLSJX
PLAIX
PLSMX
PLSSX
PLSPX
PLTGX
PLTLX
PLTSX
PLTDX
PLTBX
PLTFX



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