PHJYX Mutual Fund

PHJYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class J) is managed by Principal Funds with $382.3M in net assets. PHJYX expense ratio is 0.49%, holding 9 positions across various sectors. Inception date: 2018-03-01.

PHJYX performance shows a YTD return of 8.45%. The 1-year return is 19.02% and the 5-year return is 8.66%. PHJYX dividend yield stands at 4.45%, paid annually.

PHJYX top holdings include Largecap S&p 500 Index Fund (45.9%), Fannie Mae Pool Dd2869 6.00% 1/1/2055 (22.4%), Pfizer, Inc. 2.625% 4/1/2030 (11.1%), Global Emerging Markets Fund (6.2%), Smallcap S&p 600 Index Fund (4.3%). Go to all PHJYX holdings, PHJYX sectors, or PHJYX dividends.

PHJYX can be compared against other funds. Use PHJYX overlap to find shared positions, or PHJYX vs another fund for a side-by-side view. PHJYX alternatives are available via the screener, along with tax-loss harvesting opportunities.