PHTFX Mutual Fund

NAV$11.33

AUM$15M

TER0.34%

Holdings12

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PHTFX Mutual Fund

NAV$11.33

Principal LifeTime Hybrid Income Fund Institutional Class

AUM$15M

TER0.34%

Holdings12

See how much of PHTFX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PHTFX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

PRO

of total portfolio

Concentration Level

PRO

concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PHTFX Mutual Fund Sector Allocation

PHTFX sector allocation breaks down across multiple sectors. Across 12 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PHTFX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PHTFX by country shows geographic exposure. PHTFX overlap reveals how sector exposure compares with other funds.