PHJGX Mutual Fund
PHJGX Mutual Fund
Principal LifeTime Hybrid 2060 Fund Class J
PHJGX Mutual Fund Overview
PHJGX Mutual Fund (Principal LifeTime Hybrid 2060 Fund Class J) is managed by Principal Funds with $119.8M 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 9.70%. The 1-year return is 22.45% and the 5-year return is 9.66%. PHJGX dividend yield stands at 3.82%, 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%). View all PHJGX holdings, sector breakdown, or dividend history.
PHJGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJGX alternatives are available via the screener, along with tax-loss harvesting opportunities.