PHTNX Mutual Fund
PHTNX Mutual Fund
PHTNX Mutual Fund
Principal LifeTime Hybrid 2030 Fund Institutional
PHTNX Mutual Fund Overview
PHTNX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Institutional) is managed by Principal Funds with $69.6M in net assets. PHTNX expense ratio is 0.33%, holding 13 positions across various sectors. Inception date: 2014-09-30.
PHTNX performance shows a YTD return of 6.99%. The 1-year return is 12.41% and the 5-year return is 5.82%. PHTNX dividend yield stands at 4.29%, paid annually.
PHTNX top holdings include Largecap S&p 500 Index Fund (30.4%), Principal Bond Market Index Institutional Class (28.4%), Principal International Equity R-6 (14.3%), Principal Short-Term Income Fund Institutional Class (5.7%), High Yield Fund (4.7%). 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.