PHTFX Mutual Fund (Principal LifeTime Hybrid Income Fund Institutional Class) is managed by Principal Funds with $14.8M in net assets. PHTFX expense ratio is 0.34%, holding 12 positions across sectors including Unknown, Other. Inception date: 2014-09-30.

PHTFX performance shows a YTD return of 4.28%. The 1-year return is 10.43% and the 5-year return is 4.15%. PHTFX dividend yield stands at 4.34%, paid annually.

PHTFX top holdings include Principal Bond Market Index Instl (34.1%), Principal Large Cap S&p 500 Index Inst (19.4%), Principal Short-Term Income Fund Institutional Class (16.5%), Principal International Equity R-6 (9.6%), High Yield Fund (6.3%). View all PHTFX holdings, sector breakdown, or dividend history.

PHTFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHTFX alternatives are available via the screener, along with tax-loss harvesting opportunities.