PALTX Mutual Fund

PALTX Mutual Fund

NAV$12.08
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Showing the top 10 of 23 holdings · as of Jul 31, 2026
Top 10 weight
90.71%
PALTX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
PICNX
Income Fund
33.84%		33.8%31,441,697$266.31M
2
PSHIX
Principal Short-Term Income Fund Institutional Class
16.77%		50.6%10,969,997$131.97M
3
PLFIX
Largecap S&p 500 Index Fund
9.14%		59.8%2,020,068$71.98M
4—Principal International Equity R-6
8.93%		68.7%3,923,578$70.31M
5
PHYFX
High Yield Fund
6.47%		75.2%7,782,511$50.90M
6
PIPIX
Inflation Protection Fund
5.64%		80.8%5,761,880$44.42M
7
PEIIX
Principal Equity Income Inst
2.63%		83.4%453,143$20.73M
8
PLVIX
Largecap Value Fund Iii
2.60%		86.0%1,025,125$20.49M
9
PIIMX
Global Emerging Markets Fund
2.47%		88.5%486,546$19.46M
10
PLCGX
Largecap Growth Fund I
2.22%		90.7%1,092,043$17.51M
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PALTX Mutual Fund Top Holdings

PALTX holdings top 10 positions. The top 10 holdings account for 90.7% of the fund, led by Income Fund at 33.8%, Principal Short-Term Income Fund Institutional Class at 16.8%, Largecap S&p 500 Index Fund at 9.1%.

PALTX portfolio concentration is relatively high, with the top 10 representing 90.7% of total assets.

PALTX sectors provide a detailed breakdown. PALTX overlap shows how holdings compare to other funds in your portfolio.