PHJJX Mutual Fund
PHJJX Mutual Fund
PHJJX Mutual Fund
Principal LifeTime Hybrid 2035 Fund Class J
PHJJX Mutual Fund Overview
PHJJX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Class J) is managed by Principal Funds with $766.2M in net assets. PHJJX expense ratio is 0.44%, holding 10 positions across various sectors. Inception date: 2018-03-01.
PHJJX performance shows a YTD return of 7.81%. The 1-year return is 13.84% and the 5-year return is 6.53%. PHJJX dividend yield stands at 4.27%, paid annually.
PHJJX top holdings include Largecap S&p 500 Index Fund (35.2%), Principal Bond Market Index Institutional Class (29.7%), Principal International Equity R-6 (16.5%), Global Emerging Markets Fund (4.5%), High Yield Fund (4.3%). Go to all PHJJX holdings, PHJJX sectors, or PHJJX dividends.
PHJJX can be compared against other funds. Use PHJJX overlap to find shared positions, or PHJJX vs another fund for a side-by-side view. PHJJX alternatives are available via the screener, along with tax-loss harvesting opportunities.