PHJEX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Class J) is managed by Principal Funds with $980.7M in net assets. PHJEX expense ratio is 0.47%, holding 9 positions across sectors including Unknown. Inception date: 2018-03-01.

PHJEX performance shows a YTD return of 7.90%. The 1-year return is 18.62% and the 5-year return is 8.06%. PHJEX dividend yield stands at 4.09%, paid annually.

PHJEX top holdings include Principal Large Cap S&p 500 Index Inst (42.1%), International Equity Fund (20.8%), Principal Bond Market Index Instl (18.5%), Global Emerging Markets Fund (4.9%), Smallcap S&p 600 Index Fund (3.8%). View all PHJEX holdings, sector breakdown, or dividend history.

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