PHTJX Mutual Fund

PHTJX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Institutional) is managed by Principal Funds with $78.9M in net assets. PHTJX expense ratio is 0.32%, holding 9 positions across various sectors. Inception date: 2014-09-30.

PHTJX performance shows a YTD return of 6.47%. The 1-year return is 15.08% and the 5-year return is 6.77%. PHTJX dividend yield stands at 4.32%, paid annually.

PHTJX top holdings include Largecap S&p 500 Index Fund (34.9%), Bond Market Index Fund (29.4%), International Equity Fund (17.0%), Global Emerging Markets Fund (4.7%), High Yield Fund (4.2%). Go to all PHTJX holdings, PHTJX sectors, or PHTJX dividends.

PHTJX can be compared against other funds. Use PHTJX overlap to find shared positions, or PHTJX vs another fund for a side-by-side view. PHTJX alternatives are available via the screener, along with tax-loss harvesting opportunities.