PLWIX Mutual Fund

PLWIX Mutual Fund

NAV$12.75
See how much of PLWIX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 18 holdings · as of Jan 31, 2026
Top 10 weight
90.67%
PLWIX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1
PICNX
Sun Life Core Fixed Income
32.33%		32.3%71,508,157$624.27M
2
PSHIX
Principal Short-Term Income Fund Institutional Class
13.63%		46.0%21,620,686$263.12M
3
PLFIX
Largecap S&p 500 Index Fund
11.48%		57.4%6,751,862$221.66M
4
JSEAX
International Equity Fund
11.20%		68.6%12,594,456$216.25M
5
PHYFX
High Yield Fund
5.80%		74.4%16,693,832$112.02M
6
PIPIX
Inflation Protection Fund
5.11%		79.5%12,792,810$98.63M
7—Equity Income Fund
3.02%		82.6%1,376,416$58.33M
8
PLVIX
Largecap Value Fund Iii
2.78%		85.3%3,019,997$53.67M
9
PLCGX
Largecap Growth Fund I
2.70%		88.0%3,340,819$52.18M
10—Global Emerging Markets Fund
2.62%		90.7%1,361,871$50.63M
More holdings · Pro
FundXLS Pro
See the other 8 holdings of PLWIX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

PLWIX Mutual Fund Top Holdings

PLWIX holdings top 10 positions. The top 10 holdings account for 90.7% of the fund, led by Sun Life Core Fixed Income at 32.3%, Principal Short-Term Income Fund Institutional Class at 13.6%, Largecap S&p 500 Index Fund at 11.5%.

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

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