Principal LifeTime 2030 Fund
Shareclass
Principal LifeTime 2030 J (PLTJX)
Type
Open-end mutual fund
Manager
Target date
Principal LifeTime Series
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
5.94%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
100
holdings flagged
5.69%
of assets flagged
This fund contains
$315.27 MILLION invested
in holdings flagged for deforestation riskTake action
Commodity producers
22 holdings
0.07% of assets
$4.13 MILLION invested
Banks and lenders
8 holdings
1.47% of assets
$81.56 MILLION invested
Major consumer brands
79 holdings
4.18% of assets
$231.65 MILLION invested
Commodity producers
22 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
22 HOLDINGS
- % of portfolio$ invested
- 1. Suzano SA
0.02%0.02% of portfolio$1.16M$1.16M invested - 2. WH Group Ltd Shs Unitary 144A/Reg S
0.01%0.01% of portfolio$805,372$805,372 invested - 3. International Paper Co<0.01%<0.01% of portfolio$468,740$468,740 invested
- 4. Archer-Daniels Midland Co
<0.01%<0.01% of portfolio$438,828$438,828 invested - 5. Tyson Foods Inc Class A<0.01%<0.01% of portfolio$358,970$358,970 invested
View next 5
Banks and lenders
8 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
8 HOLDINGS
View next 3
Major consumer brands
79 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
79 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
1.36%1.36% of portfolio$75.57M$75.57M invested - 2. Costco Wholesale Corp0.49%0.49% of portfolio$27.18M$27.18M invested
- 3. Unilever PLC0.32%0.32% of portfolio$18M$18M invested
- 4. Procter & Gamble Co0.2%0.2% of portfolio$10.88M$10.88M invested
- 5. Samsonite International SA0.15%0.15% of portfolio$8.25M$8.25M invested
View next 5
View more info
DATA AS OF 28 Feb 2025
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
Principal LifeTime 2030 Fund PLTJX
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Financial performance
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Find more financial data on PLTJX at Morningstar.com
Find more financial data on PLTJX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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