PHTUX Mutual Fund
PHTUX Mutual Fund
PHTUX Mutual Fund
Principal LifeTime Hybrid 2050 Fund Institutional
PHTUX Mutual Fund Overview
PHTUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Institutional) is managed by Principal Funds with $76.0M in net assets. PHTUX expense ratio is 0.36%, holding 9 positions across various sectors. Inception date: 2014-09-30.
PHTUX performance shows a YTD return of 9.38%. The 1-year return is 20.68% and the 5-year return is 9.53%. PHTUX dividend yield stands at 4.33%, paid annually.
PHTUX top holdings include Largecap S&p 500 Index Fund (50.2%), International Equity Fund (24.5%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&P 400 Index Fund (4.5%). Go to all PHTUX holdings, PHTUX sectors, or PHTUX dividends.
PHTUX can be compared against other funds. Use PHTUX overlap to find shared positions, or PHTUX vs another fund for a side-by-side view. PHTUX alternatives are available via the screener, along with tax-loss harvesting opportunities.