PHTNX Mutual Fund

PHTNX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Institutional) is managed by Principal Funds with $70.3M in net assets. PHTNX expense ratio is 0.33%, holding 12 positions across various sectors. Inception date: 2014-09-30.

PHTNX performance shows a YTD return of 5.67%. The 1-year return is 13.47% and the 5-year return is 5.90%. PHTNX dividend yield stands at 4.29%, paid annually.

PHTNX top holdings include Largecap S&p 500 Index Fund (30.2%), Bond Market Index Fund (28.2%), International Equity Fund (14.7%), Short-Term Income Fund (5.6%), High Yield Fund (4.6%). Go to all PHTNX holdings, PHTNX sectors, or PHTNX dividends.

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