PHJDX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Class J) is managed by Principal Funds with $52.4M in net assets. PHJDX expense ratio is 0.61%, holding 9 positions across sectors including Unknown. Inception date: 2018-03-01.

PHJDX performance shows a YTD return of 9.74%. The 1-year return is 22.41% and the 5-year return is 9.66%. PHJDX dividend yield stands at 3.40%, paid annually.

PHJDX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). View all PHJDX holdings, sector breakdown, or dividend history.

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