PHTTX Mutual Fund

PHTTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Institutional) is managed by Principal Funds with $29.2M in net assets. PHTTX expense ratio is 0.34%, holding 12 positions across various sectors. Inception date: 2014-09-30.

PHTTX performance shows a YTD return of 4.25%. The 1-year return is 10.56% and the 5-year return is 4.59%. PHTTX dividend yield stands at 5.80%, paid annually.

PHTTX top holdings include Bond Market Index Fund (32.5%), Largecap S&p 500 Index Fund (21.7%), Short-Term Income Fund (14.0%), International Equity Fund (10.6%), High Yield Fund (5.9%). Go to all PHTTX holdings, PHTTX sectors, or PHTTX dividends.

PHTTX can be compared against other funds. Use PHTTX overlap to find shared positions, or PHTTX vs another fund for a side-by-side view. PHTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.