PHTJX Mutual Fund
PHTJX Mutual Fund
PHTJX Mutual Fund
Principal LifeTime Hybrid 2035 Fund Institutional
PHTJX Mutual Fund Overview
PHTJX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Institutional) is managed by Principal Funds with $77.3M in net assets. PHTJX expense ratio is 0.32%, holding 10 positions across various sectors. Inception date: 2014-09-30.
PHTJX performance shows a YTD return of 7.94%. The 1-year return is 14.04% and the 5-year return is 6.49%. PHTJX dividend yield stands at 4.32%, paid annually.
PHTJX top holdings include Largecap S&p 500 Index Fund (35.2%), Principal Bond Market Index Institutional Class (29.7%), Principal International Equity R-6 (16.5%), Global Emerging Markets Fund (4.5%), High Yield Fund (4.3%). 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.