PHJFX Mutual Fund

PHJFX Mutual Fund (Principal LifeTime Hybrid Income Fund Class J) is managed by Principal Funds with $627.4M 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 4.26%, 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%). 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.