PHTUX Mutual Fund

PHTUX Mutual Fund (Principal LifeTime Hybrid 2050 Fund Institutional) is managed by Principal Funds with $75.2M in net assets. PHTUX expense ratio is 0.36%, holding 10 positions across various sectors. Inception date: 2014-09-30.

PHTUX performance shows a YTD return of 11.35%. The 1-year return is 19.48% and the 5-year return is 9.21%. PHTUX dividend yield stands at 4.33%, paid annually.

PHTUX top holdings include Largecap S&p 500 Index Fund (50.9%), Principal International Equity R-6 (23.9%), Global Emerging Markets Fund (6.5%), Smallcap S&p 600 Index Fund (4.8%), Principal Bond Market Index Institutional Class (4.7%). 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.