PHJEX Mutual Fund
PHJEX Mutual Fund
PHJEX Mutual Fund
Principal LifeTime Hybrid 2040 Fund Class J
PHJEX Mutual Fund Overview
PHJEX Mutual Fund (Principal LifeTime Hybrid 2040 Fund Class J) is managed by Principal Funds with $1.02B in net assets. PHJEX expense ratio is 0.47%, holding 9 positions across various sectors. Inception date: 2018-03-01.
PHJEX performance shows a YTD return of 7.47%. The 1-year return is 17.18% and the 5-year return is 7.77%. PHJEX dividend yield stands at 4.04%, paid annually.
PHJEX top holdings include Largecap S&p 500 Index Fund (40.7%), International Equity Fund (19.9%), Bond Market Index Fund (19.6%), Global Emerging Markets Fund (5.5%), Smallcap S&p 600 Index Fund (3.8%). Go to all PHJEX holdings, PHJEX sectors, or PHJEX dividends.
PHJEX can be compared against other funds. Use PHJEX overlap to find shared positions, or PHJEX vs another fund for a side-by-side view. PHJEX alternatives are available via the screener, along with tax-loss harvesting opportunities.