PHTMX Mutual Fund

PHTMX Mutual Fund (Principal LifeTime Hybrid 2015 Fund Institutional) is managed by Principal Funds with $8.2M in net assets. PHTMX expense ratio is 0.34%, holding 12 positions across various sectors. Inception date: 2014-09-30.

PHTMX performance shows a YTD return of 4.13%. The 1-year return is 12.82% and the 5-year return is 4.41%. PHTMX dividend yield stands at 4.22%, paid annually.

PHTMX top holdings include Principal Bond Market Index Instl (34.2%), 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 (6.4%). Go to all PHTMX holdings, PHTMX sectors, or PHTMX dividends.

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