PHTJX Mutual Fund (Principal LifeTime Hybrid 2035 Fund Institutional) is managed by Principal Funds with $77.9M 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 6.98%. The 1-year return is 16.41% and the 5-year return is 6.91%. PHTJX dividend yield stands at 4.35%, paid annually.

PHTJX top holdings include Principal Large Cap S&p 500 Index Inst (36.0%), Principal Bond Market Index Instl (28.6%), International Equity Fund (17.8%), Principal High Yield R-6 (4.2%), Global Emerging Markets Fund (4.2%). View all PHTJX holdings, sector breakdown, or dividend history.

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