PHJTX Mutual Fund

PHJTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Class J) is managed by Principal Funds with $524.9M in net assets. PHJTX expense ratio is 0.46%, holding 13 positions across various sectors. Inception date: 2018-03-01.

PHJTX performance shows a YTD return of 5.17%. The 1-year return is 9.43% and the 5-year return is 4.43%. PHJTX dividend yield stands at 5.74%, paid annually.

PHJTX top holdings include Principal Bond Market Index Institutional Class (32.6%), Largecap S&p 500 Index Fund (21.9%), Principal Short-Term Income Fund Institutional Class (14.2%), Principal International Equity R-6 (10.2%), High Yield Fund (6.0%). 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.