PHJBX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Class J) is managed by Principal Funds with $210.3M in net assets. PHJBX expense ratio is 0.57%, holding 9 positions across sectors including Unknown. Inception date: 2018-03-01.

PHJBX performance shows a YTD return of 9.75%. The 1-year return is 22.51% and the 5-year return is 9.46%. PHJBX dividend yield stands at 4.03%, paid annually.

PHJBX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PHJBX holdings, sector breakdown, or dividend history.

PHJBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJBX alternatives are available via the screener, along with tax-loss harvesting opportunities.