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 Income Fund Class J PHJFX
- NAV / 1-Day Return 11.32 / +1.16 %
- Total Assets 216.2M
-
Adj. Expense Ratio
0.480%
- Expense Ratio 0.190%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date Retirement
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.09%
- Turnover 27%
USD | NAV as of Jun 12, 2026 | 1-Day Return as of Jun 12, 2026, 12:31 AM GMT+0
Morningstar’s Analysis PHJFX
Will PHJFX 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 PHJFX 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 PHJFX’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 98.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Bond Market Index Instl | 34.08 | 70M | — |
Principal Large Cap S&P 500 Index Inst | 18.98 | 39M | — |
Principal Short-Term Income Inst | 16.53 | 34M | — |
Principal International Equity R-6 | 9.24 | 19M | — |
Principal High Yield R-6 | 6.37 | 13M | — |
Principal Inflation Protection Inst | 5.67 | 12M | — |
Principal Glb Emerging Markets R6 | 2.53 | 5M | — |
Principal Real Estate Securities Fd R6 | 1.85 | 4M | — |
Principal SmallCap S&P 600 Index R6 | 1.78 | 4M | — |
Principal MidCap S&P 400 Index R6 | 1.71 | 4M | — |
United States