PHJGX Mutual Fund

PHJGX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Class J) is managed by Principal Funds with $126.1M in net assets. PHJGX expense ratio is 0.61%, holding 9 positions across various sectors. Inception date: 2018-03-01.

PHJGX performance shows a YTD return of 9.44%. The 1-year return is 20.82% and the 5-year return is 9.40%. PHJGX dividend yield stands at 3.83%, paid annually.

PHJGX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). 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.