PHTFX Mutual Fund

PHTFX Mutual Fund (Principal LifeTime Hybrid Income Fund Institutional Class) is managed by Principal Funds with $14.9M in net assets. PHTFX expense ratio is 0.34%, holding 12 positions across various sectors. Inception date: 2014-09-30.

PHTFX performance shows a YTD return of 3.73%. The 1-year return is 9.55% and the 5-year return is 3.87%. PHTFX dividend yield stands at 4.33%, paid annually.

PHTFX top holdings include Bond Market Index Fund (34.1%), Largecap S&p 500 Index Fund (19.0%), Short-Term Income Fund (16.5%), International Equity Fund (9.2%), High Yield Fund (6.4%). 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.