PHTTX Mutual Fund
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 $29.0M in net assets. PHTTX expense ratio is 0.34%, holding 13 positions across various sectors. Inception date: 2014-09-30.
PHTTX performance shows a YTD return of 5.30%. The 1-year return is 9.56% and the 5-year return is 4.45%. PHTTX dividend yield stands at 5.80%, paid annually.
PHTTX top holdings include Principal Bond Market Index Institutional Class (32.6%), Largecap S&p 500 Index Fund (21.9%), Principal Short-Term Income Fund Institutional Class (14.2%), Principal International Equity R-6 (10.2%), High Yield Fund (6.0%). 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.