Principal Lifetime Hybrid has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime Hybrid 2055 Fund Class J PHJBX
- NAV / 1-Day Return 20.33 / +2.32 %
- Total Assets 478.8M
-
Adj. Expense Ratio
0.570%
- Expense Ratio 0.260%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2055
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.64%
- Turnover 34%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis PHJBX
Will PHJBX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PHJBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PHJBX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 51.79 | 237M | — |
Principal International Equity R-6 | 25.21 | 115M | — |
Principal Glb Emerging Markets R6 | 6.89 | 31M | — |
Principal SmallCap S&P 600 Index R6 | 4.85 | 22M | — |
Principal MidCap S&P 400 Index R6 | 4.67 | 21M | — |
Principal Real Estate Securities Fd R6 | 2.50 | 11M | — |
Principal Bond Market Index Instl | 2.14 | 10M | — |
Principal International Small Company R6 | 1.27 | 6M | — |
Principal High Yield R-6 | 0.70 | 3M | — |
CASH & RECEIVABLES | −0.01 | −40,990 | Cash and Equivalents |
United States