PHTQX Mutual Fund
PHTQX Mutual Fund
PHTQX Mutual Fund
Principal LifeTime Hybrid 2025 Fund Institutional
PHTQX Mutual Fund Overview
PHTQX Mutual Fund (Principal LifeTime Hybrid 2025 Fund Institutional) is managed by Principal Funds with $45.8M 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 4.88%. The 1-year return is 11.84% and the 5-year return is 5.20%. PHTQX dividend yield stands at 4.67%, 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%). Go to all PHTQX holdings, PHTQX sectors, or PHTQX dividends.
PHTQX can be compared against other funds. Use PHTQX overlap to find shared positions, or PHTQX vs another fund for a side-by-side view. PHTQX alternatives are available via the screener, along with tax-loss harvesting opportunities.