PHJNX Mutual Fund

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 4.30%, paid annually.

PHJNX top holdings include Principal Large Cap S&p 500 Index Inst (31.2%), Principal Bond Market Index Instl (27.9%), Principal International Equity R-6 (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). 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.