PHTUX Mutual Fund

PHTUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Institutional) is managed by Principal Funds with $77.5M 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 9.28%. PHTUX dividend yield stands at 4.41%, paid annually.

PHTUX top holdings include Principal Large Cap S&p 500 Index Inst (51.3%), International Equity Fund (25.3%), Global Emerging Markets Fund (5.9%), Smallcap S&p 600 Index Fund (4.6%), 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.