PHJBX Mutual Fund

PHJBX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Class J) is managed by Principal Funds with $216.6M in net assets. PHJBX expense ratio is 0.57%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJBX performance shows a YTD return of 11.51%. The 1-year return is 19.70% and the 5-year return is 9.12%. PHJBX dividend yield stands at 3.97%, paid annually.

PHJBX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.6%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). Go to all PHJBX holdings, PHJBX sectors, or PHJBX dividends.

PHJBX can be compared against other funds. Use PHJBX overlap to find shared positions, or PHJBX vs another fund for a side-by-side view. PHJBX alternatives are available via the screener, along with tax-loss harvesting opportunities.