PHJUX Mutual Fund

PHJUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Class J) is managed by Principal Funds with $317.9M 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 9.09%. PHJUX dividend yield stands at 4.32%, 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%). 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.