PHTYX Mutual Fund

PHTYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Institutional) is managed by Principal Funds with $68.5M in net assets. PHTYX expense ratio is 0.35%, holding 10 positions across various sectors. Inception date: 2014-09-30.

PHTYX performance shows a YTD return of 10.39%. The 1-year return is 18.02% and the 5-year return is 8.74%. PHTYX dividend yield stands at 4.44%, paid annually.

PHTYX top holdings include Largecap S&p 500 Index Fund (46.9%), Principal International Equity R-6 (21.9%), Principal Bond Market Index Institutional Class (10.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.5%). Go to all PHTYX holdings, PHTYX sectors, or PHTYX dividends.

PHTYX can be compared against other funds. Use PHTYX overlap to find shared positions, or PHTYX vs another fund for a side-by-side view. PHTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.