PLTZX Mutual Fund

PLTZX Mutual Fund

NAV$21.03
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Showing the top 10 of 15 holdings · as of Jan 31, 2026
Top 10 weight
93.50%
PLTZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
PLFIX
Largecap S&p 500 Index Fund
26.49%		26.5%9,687,423$318.04M
2
JSEAX
International Equity Fund
25.99%		52.5%18,169,730$311.97M
3—Equity Income Fund
7.05%		59.5%1,996,319$84.60M
4
PLVIX
Largecap Value Fund Iii
6.49%		66.0%4,384,718$77.92M
5
PLCGX
Largecap Growth Fund I
6.31%		72.3%4,848,365$75.73M
6—Global Emerging Markets Fund
6.08%		78.4%1,962,857$72.98M
7
PGBHX
Blue Chip Fund
5.98%		84.4%1,740,215$71.78M
8
PSMLX
Principal SmallCap R6
4.31%		88.7%1,580,405$51.74M
9
PMDHX
Small-Midcap Dividend Income Fund
2.59%		91.3%1,460,058$31.13M
10
PICNX
Sun Life Core Fixed Income
2.21%		93.5%3,035,984$26.50M
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PLTZX Mutual Fund Top Holdings

PLTZX holdings top 10 positions. The top 10 holdings account for 93.5% of the fund, led by Largecap S&p 500 Index Fund at 26.5%, International Equity Fund at 26.0%, Equity Income Fund at 7.0%.

PLTZX portfolio concentration is relatively high, with the top 10 representing 93.5% of total assets.

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