PHTYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Institutional) is managed by Principal Funds with $66.9M in net assets. PHTYX expense ratio is 0.35%, holding 9 positions across sectors including Unknown. Inception date: 2014-09-30.

PHTYX performance shows a YTD return of 8.85%. The 1-year return is 20.72% and the 5-year return is 9.11%. PHTYX dividend yield stands at 4.50%, 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%). View all PHTYX holdings, sector breakdown, or dividend history.

PHTYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHTYX alternatives are available via the screener, along with tax-loss harvesting opportunities.