PHJMX Mutual Fund

PHJMX Mutual Fund (Principal LifeTime Hybrid 2015 Fund Class J) is managed by Principal Funds with $476.5M in net assets. PHJMX expense ratio is 0.47%, holding 12 positions across various sectors. Inception date: 2018-03-01.

PHJMX performance shows a YTD return of 4.07%. The 1-year return is 12.72% and the 5-year return is 4.27%. PHJMX dividend yield stands at 4.16%, paid annually.

PHJMX top holdings include Principal Bond Market Index Instl (34.2%), Principal Large Cap S&p 500 Index Inst (19.4%), Principal Short-Term Income Fund Institutional Class (16.5%), Principal International Equity R-6 (9.6%), High Yield Fund (6.4%). Go to all PHJMX holdings, PHJMX sectors, or PHJMX dividends.

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