PHJQX Mutual Fund

PHJQX Mutual Fund (Principal LifeTime Hybrid 2025 Fund Class J) is managed by Principal Funds with $989.0M in net assets. PHJQX expense ratio is 0.44%, holding 13 positions across various sectors. Inception date: 2018-03-01.

PHJQX performance shows a YTD return of 5.86%. The 1-year return is 10.60% and the 5-year return is 5.02%. PHJQX dividend yield stands at 4.57%, paid annually.

PHJQX top holdings include Principal Bond Market Index Institutional Class (31.2%), Largecap S&p 500 Index Fund (25.6%), Principal International Equity R-6 (12.0%), Principal Short-Term Income Fund Institutional Class (10.1%), High Yield Fund (5.3%). Go to all PHJQX holdings, PHJQX sectors, or PHJQX dividends.

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