PHTYX Mutual Fund
PHTYX Mutual Fund
PHTYX Mutual Fund
Principal LifeTime Hybrid 2045 Fund Institutional
PHTYX Mutual Fund Overview
PHTYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Institutional) is managed by Principal Funds with $68.6M 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 8.82%. PHTYX dividend yield stands at 4.44%, paid annually.
PHTYX top holdings include Largecap S&p 500 Index Fund (45.9%), International Equity Fund (22.4%), Bond Market Index Fund (11.1%), Global Emerging Markets Fund (6.2%), 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.