PHJTX Mutual Fund

PHJTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Class J) is managed by Principal Funds with $518.3M in net assets. PHJTX expense ratio is 0.46%, holding 12 positions across various sectors. Inception date: 2018-03-01.

PHJTX performance shows a YTD return of 4.20%. The 1-year return is 10.53% and the 5-year return is 4.38%. PHJTX dividend yield stands at 5.79%, paid annually.

PHJTX top holdings include Principal Bond Market Index Instl (32.3%), Principal Large Cap S&p 500 Index Inst (22.7%), Principal Short-Term Income Fund Institutional Class (13.6%), Principal International Equity R-6 (11.2%), High Yield Fund (5.8%). Go to all PHJTX holdings, PHJTX sectors, or PHJTX dividends.

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