PHJFX Mutual Fund
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 $610.3M in net assets. PHJFX expense ratio is 0.48%, holding 13 positions across various sectors. Inception date: 2018-03-01.
PHJFX performance shows a YTD return of 4.58%. The 1-year return is 8.43% and the 5-year return is 3.77%. PHJFX dividend yield stands at 4.23%, paid annually.
PHJFX top holdings include Principal Bond Market Index Institutional Class (34.2%), Largecap S&p 500 Index Fund (19.0%), Principal Short-Term Income Fund Institutional Class (16.8%), Principal International Equity R-6 (8.9%), High Yield Fund (6.5%). Go to all PHJFX holdings, PHJFX sectors, or PHJFX dividends.
PHJFX can be compared against other funds. Use PHJFX overlap to find shared positions, or PHJFX vs another fund for a side-by-side view. PHJFX alternatives are available via the screener, along with tax-loss harvesting opportunities.