PHTNX Mutual Fund

NAV$15.49

AUM$70M

TER0.33%

Holdings12

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PHTNX Mutual Fund

NAV$15.49

Principal LifeTime Hybrid 2030 Fund Institutional

AUM$70M

TER0.33%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

FundXLS Pro

See the full sector breakdown of PHTNX

Sector concentration, industry allocation and the exact weight of every sector.

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Sector Concentration AnalysisPRO

Top 3 Sectors

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of total portfolio

Concentration Level

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concentration risk

Largest Sector

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Sector AllocationPRO

Sector BreakdownPRO

Sector	Holdings	Weight
—	—	—
—	—	—

Sector names, holding counts and weights come with FundXLS Pro. See plans

Industry BreakdownPRO

Top 15 industries by allocation

PHTNX Mutual Fund Sector Allocation

PHTNX sector allocation breaks down across multiple sectors. Across 12 holdings, this breakdown reveals the mutual fund's investment focus and diversification.

PHTNX sector exposure is important for understanding concentration risk. The fund shows reasonable diversification across sectors.

PHTNX geographic allocation shows country exposure. PHTNX overlap calculator reveals how sector exposure compares with other funds.