PHJTX Mutual Fund
PHJTX Mutual Fund
Principal LifeTime Hybrid 2020 Fund Class J
PHJTX Mutual Fund Overview
PHJTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Class J) is managed by Principal Funds with $504.9M in net assets. PHJTX expense ratio is 0.46%, holding 12 positions across sectors including Unknown, Other. Inception date: 2018-03-01.
PHJTX performance shows a YTD return of 4.68%. The 1-year return is 11.40% and the 5-year return is 4.67%. PHJTX dividend yield stands at 5.76%, 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%). View all PHJTX holdings, sector breakdown, or dividend history.
PHJTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJTX alternatives are available via the screener, along with tax-loss harvesting opportunities.