PHTTX Mutual Fund
PHTTX Mutual Fund
Principal LifeTime Hybrid 2020 Fund Institutional
PHTTX Mutual Fund Overview
PHTTX Mutual Fund (Principal LifeTime Hybrid 2020 Fund Institutional) is managed by Principal Funds with $28.2M in net assets. PHTTX expense ratio is 0.34%, holding 12 positions across sectors including Unknown, Other. Inception date: 2014-09-30.
PHTTX performance shows a YTD return of 4.82%. The 1-year return is 11.61% and the 5-year return is 4.79%. PHTTX dividend yield stands at 5.82%, paid annually.
PHTTX top holdings include Principal Bond Market Index Instl (32.3%), Principal Large Cap S&p 500 Index Inst (22.7%), Principal Short-Term Income Fund Institutional Class (13.6%), Principal International Equity R-6 (11.2%), High Yield Fund (5.8%). View all PHTTX holdings, sector breakdown, or dividend history.
PHTTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHTTX alternatives are available via the screener, along with tax-loss harvesting opportunities.