PHJDX Mutual Fund

PHJDX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Class J) is managed by Principal Funds with $55.4M in net assets. PHJDX expense ratio is 0.61%, holding 9 positions across various sectors. Inception date: 2018-03-01.

PHJDX performance shows a YTD return of 9.46%. The 1-year return is 20.85% and the 5-year return is 9.39%. PHJDX dividend yield stands at 3.41%, 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%). 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.