PHJGX Mutual Fund

PHJGX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Class J) is managed by Principal Funds with $125.5M in net assets. PHJGX expense ratio is 0.61%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJGX performance shows a YTD return of 11.50%. The 1-year return is 19.70% and the 5-year return is 9.31%. PHJGX dividend yield stands at 3.76%, paid annually.

PHJGX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.6%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (4.7%). Go to all PHJGX holdings, PHJGX sectors, or PHJGX dividends.

PHJGX can be compared against other funds. Use PHJGX overlap to find shared positions, or PHJGX vs another fund for a side-by-side view. PHJGX alternatives are available via the screener, along with tax-loss harvesting opportunities.