PHJUX Mutual Fund
PHJUX Mutual Fund
PHJUX Mutual Fund
Principal LifeTime Hybrid 2050 Fund Class J
PHJUX Mutual Fund Overview
PHJUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Class J) is managed by Principal Funds with $312.8M in net assets. PHJUX expense ratio is 0.52%, holding 9 positions across various sectors. Inception date: 2018-03-01.
PHJUX performance shows a YTD return of 9.21%. The 1-year return is 20.48% and the 5-year return is 9.34%. PHJUX dividend yield stands at 4.24%, paid annually.
PHJUX top holdings include Largecap S&p 500 Index Fund (50.2%), International Equity Fund (24.5%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&P 400 Index Fund (4.5%). Go to all PHJUX holdings, PHJUX sectors, or PHJUX dividends.
PHJUX can be compared against other funds. Use PHJUX overlap to find shared positions, or PHJUX vs another fund for a side-by-side view. PHJUX alternatives are available via the screener, along with tax-loss harvesting opportunities.