PHTNX Mutual Fund

PHTNX Mutual Fund (Principal LifeTime Hybrid 2030 Fund Institutional) is managed by Principal Funds with $70.0M 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 6.23%. The 1-year return is 14.71% and the 5-year return is 6.21%. PHTNX dividend yield stands at 4.32%, paid annually.

PHTNX top holdings include Principal Large Cap S&p 500 Index Inst (31.2%), Principal Bond Market Index Instl (27.9%), Principal International Equity R-6 (15.4%), Principal Short-Term Income Fund Institutional Class (5.1%), High Yield Fund (4.5%). View all PHTNX holdings, sector breakdown, or dividend history.

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