PHTQX Mutual Fund

PHTQX Mutual Fund (Principal LifeTime Hybrid 2025 Fund Institutional) is managed by Principal Funds with $45.1M in net assets. PHTQX expense ratio is 0.33%, holding 12 positions across various sectors. Inception date: 2014-09-30.

PHTQX performance shows a YTD return of 5.39%. The 1-year return is 12.89% and the 5-year return is 5.50%. PHTQX dividend yield stands at 4.65%, paid annually.

PHTQX top holdings include Principal Bond Market Index Instl (31.0%), Principal Large Cap S&p 500 Index Inst (26.4%), Principal International Equity R-6 (13.1%), Principal Short-Term Income Fund Institutional Class (9.5%), High Yield Fund (5.1%). View all PHTQX holdings, sector breakdown, or dividend history.

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