Skip to Content
Morningstar

Principal LifeTime Hybrid 2065 J PHJDX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.01  /  +0.94 %
  • Total Assets 32.4 Mil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2065+
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.56%
  • Turnover 16%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:15 PM GMT+0

Morningstar’s Analysis PHJDX

Will PHJDX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHJDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHJDX 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 PHJDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Not much differentiation.

Analyst Hyunmin Kim

Hyunmin Kim

Analyst

Summary

Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.

by Hyunmin Kim
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PHJDX

More PHJDX Holdings
  • 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

50.00 16.9 Mil
—

Principal Diversified International R-6

23.37 7.9 Mil
—

Principal MidCap S&P 400 Index R-6

12.76 4.3 Mil
—

Principal SmallCap S&P 600 Index R-6

4.06 1.4 Mil
—

Principal Origin Emerging Markets R6

2.44 822,209
—

Principal International Small CompanyR-6

2.29 772,796
—

Principal Bond Market Index Instl

2.18 734,092
—

Principal Real Estate Securities Fd R-6

2.17 731,831
—

Principal High Income Inst

0.78 261,867
—

CASH & RECEIVABLES

−0.04 −13,166
Cash and Equivalents