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 $1.03B in net assets. PHJEX expense ratio is 0.47%, holding 10 positions across various sectors. Inception date: 2018-03-01.
PHJEX performance shows a YTD return of 9.11%. The 1-year return is 15.95% and the 5-year return is 7.67%. PHJEX dividend yield stands at 4.04%, paid annually.
PHJEX top holdings include Largecap S&p 500 Index Fund (41.3%), Principal Bond Market Index Institutional Class (19.8%), Principal International Equity R-6 (19.3%), Global Emerging Markets Fund (5.3%), Smallcap S&p 600 Index Fund (4.0%). 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.