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 $621.4M in net assets. PHJFX expense ratio is 0.48%, holding 12 positions across various sectors. Inception date: 2018-03-01.
PHJFX performance shows a YTD return of 3.66%. The 1-year return is 9.37% and the 5-year return is 3.71%. PHJFX dividend yield stands at 4.23%, paid annually.
PHJFX top holdings include Bond Market Index Fund (34.1%), Largecap S&p 500 Index Fund (19.0%), Short-Term Income Fund (16.5%), International Equity Fund (9.2%), High Yield Fund (6.4%). 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.