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 $303.9M in net assets. PHJUX expense ratio is 0.52%, holding 9 positions across sectors including Unknown. Inception date: 2018-03-01.
PHJUX performance shows a YTD return of 9.48%. The 1-year return is 22.13% and the 5-year return is 9.36%. PHJUX dividend yield stands at 4.31%, paid annually.
PHJUX top holdings include Principal Large Cap S&p 500 Index Inst (51.3%), International Equity Fund (25.3%), Global Emerging Markets Fund (5.9%), Smallcap S&p 600 Index Fund (4.6%), Midcap S&p 400 Index Fund (4.5%). View all PHJUX holdings, sector breakdown, or dividend history.
PHJUX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHJUX alternatives are available via the screener, along with tax-loss harvesting opportunities.