PHJDX Mutual Fund

PHJDX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Class J) is managed by Principal Funds with $54.7M in net assets. PHJDX expense ratio is 0.61%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJDX performance shows a YTD return of 11.49%. The 1-year return is 19.64% and the 5-year return is 9.29%. PHJDX dividend yield stands at 3.34%, paid annually.

PHJDX top holdings include Largecap S&p 500 Index Fund (52.6%), 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 PHJDX holdings, PHJDX sectors, or PHJDX dividends.

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