PHJUX Mutual Fund

PHJUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Class J) is managed by Principal Funds with $313.8M in net assets. PHJUX expense ratio is 0.52%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJUX performance shows a YTD return of 11.19%. The 1-year return is 19.28% and the 5-year return is 9.25%. PHJUX dividend yield stands at 4.24%, paid annually.

PHJUX top holdings include Largecap S&p 500 Index Fund (50.9%), Principal International Equity R-6 (23.9%), Global Emerging Markets Fund (6.5%), Smallcap S&p 600 Index Fund (4.8%), Principal Bond Market Index Institutional Class (4.7%). 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.