PHJYX Mutual Fund

PHJYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class J) is managed by Principal Funds with $372.0M in net assets. PHJYX expense ratio is 0.49%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJYX performance shows a YTD return of 7.88%. The 1-year return is 10.17% and the 5-year return is 7.96%. PHJYX dividend yield stands at 1.94%, paid annually.

PHJYX top holdings include Largecap S&p 500 Index Fund (47.9%), NA (21.9%), Principal Bond Market Index Institutional Class (10.6%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.2%). 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.