PHJNX Mutual Fund
PHJNX Mutual Fund
PHJNX Mutual Fund
Principal LifeTime Hybrid 2030 Fund Class J
PHJNX Mutual Fund Overview
PHJNX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Class J) is managed by Principal Funds with $1.27B in net assets. PHJNX expense ratio is 0.45%, holding 12 positions across various sectors. Inception date: 2018-03-01.
PHJNX performance shows a YTD return of 5.58%. The 1-year return is 13.34% and the 5-year return is 5.79%. PHJNX dividend yield stands at 4.25%, paid annually.
PHJNX top holdings include Largecap S&p 500 Index Fund (30.2%), Bond Market Index Fund (28.2%), International Equity Fund (14.7%), Short-Term Income Fund (5.6%), High Yield Fund (4.6%). Go to all PHJNX holdings, PHJNX sectors, or PHJNX dividends.
PHJNX can be compared against other funds. Use PHJNX overlap to find shared positions, or PHJNX vs another fund for a side-by-side view. PHJNX alternatives are available via the screener, along with tax-loss harvesting opportunities.