PHJFX Mutual Fund
PHJFX Mutual Fund
Principal LifeTime Hybrid Income Fund Class J
PHJFX Mutual Fund Overview
PHJFX Mutual Fund (Principal LifeTime Hybrid Income Fund Class J) is managed by Principal Funds with $620.6M in net assets. PHJFX expense ratio is 0.48%, holding 12 positions across sectors including Unknown, Other. Inception date: 2018-03-01.
PHJFX performance shows a YTD return of 4.21%. The 1-year return is 10.35% and the 5-year return is 3.98%. PHJFX dividend yield stands at 4.24%, paid annually.
PHJFX top holdings include Principal Bond Market Index Instl (34.1%), Principal Large Cap S&p 500 Index Inst (19.4%), Principal Short-Term Income Fund Institutional Class (16.5%), Principal International Equity R-6 (9.6%), High Yield Fund (6.3%). View all PHJFX holdings, sector breakdown, or dividend history.
PHJFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJFX alternatives are available via the screener, along with tax-loss harvesting opportunities.