PHTFX Mutual Fund
PHTFX Mutual Fund
PHTFX Mutual Fund
Principal LifeTime Hybrid Income Fund Institutional Class
PHTFX Mutual Fund Overview
PHTFX Mutual Fund (Principal LifeTime Hybrid Income Fund Institutional Class) is managed by Principal Funds with $14.7M in net assets. PHTFX expense ratio is 0.34%, holding 13 positions across various sectors. Inception date: 2014-09-30.
PHTFX performance shows a YTD return of 4.64%. The 1-year return is 8.51% and the 5-year return is 3.93%. PHTFX dividend yield stands at 4.33%, paid annually.
PHTFX top holdings include Principal Bond Market Index Institutional Class (34.2%), Largecap S&p 500 Index Fund (19.0%), Principal Short-Term Income Fund Institutional Class (16.8%), Principal International Equity R-6 (8.9%), High Yield Fund (6.5%). Go to all PHTFX holdings, PHTFX sectors, or PHTFX dividends.
PHTFX can be compared against other funds. Use PHTFX overlap to find shared positions, or PHTFX vs another fund for a side-by-side view. PHTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.