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 $1.22B in net assets. PHJNX expense ratio is 0.45%, holding 12 positions across sectors including Unknown, Other. Inception date: 2018-03-01.
PHJNX performance shows a YTD return of 6.07%. The 1-year return is 14.52% and the 5-year return is 6.08%. PHJNX dividend yield stands at 4.28%, 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%). View all PHJNX holdings, sector breakdown, or dividend history.
PHJNX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJNX alternatives are available via the screener, along with tax-loss harvesting opportunities.