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 $771.4M in net assets. PHJJX expense ratio is 0.44%, holding 9 positions across various sectors. Inception date: 2018-03-01.
PHJJX performance shows a YTD return of 6.39%. The 1-year return is 14.96% and the 5-year return is 6.62%. PHJJX dividend yield stands at 4.32%, paid annually.
PHJJX top holdings include Largecap S&p 500 Index Fund (34.9%), Bond Market Index Fund (29.4%), International Equity Fund (17.0%), Global Emerging Markets Fund (4.7%), High Yield Fund (4.2%). 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.