PHTYX Mutual Fund

PHTYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Institutional) is managed by Principal Funds with $69.5M in net assets. PHTYX expense ratio is 0.35%, holding 9 positions across various sectors. Inception date: 2014-09-30.

PHTYX performance shows a YTD return of 8.50%. The 1-year return is 19.12% and the 5-year return is 8.81%. PHTYX dividend yield stands at 4.51%, paid annually.

PHTYX top holdings include Principal Large Cap S&p 500 Index Inst (47.2%), International Equity Fund (23.3%), Principal Bond Market Index Instl (10.4%), Global Emerging Markets Fund (5.4%), Smallcap S&p 600 Index Fund (4.3%). 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.