PHTQX Mutual Fund

NAV$14.57

AUM$45M

TER0.33%

Holdings12

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PHTQX Mutual Fund

NAV$14.57

Principal LifeTime Hybrid 2025 Fund Institutional

AUM$45M

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 PHTQX

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

PHTQX Mutual Fund Sector Allocation

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

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

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