Skip to Content

Principal LifeTime Hybrid 2030 J PHJNX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 12.80  /  +0.63 %
  • Total Assets 825.5 Mil
  • Adj. Expense Ratio
    0.490%
  • Expense Ratio 0.490%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.57%
  • Turnover 12%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis PHJNX

Will PHJNX outperform in future?

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

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PHJNX

  • 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 Bond Market Index Instl

33.06 264.9 Mil

Principal Large Cap S&P 500 Index Inst

31.82 255.0 Mil

Principal Diversified International R-6

14.77 118.3 Mil

Principal MidCap S&P 400 Index R-6

7.94 63.6 Mil

Principal High Income Inst

4.62 37.0 Mil

Principal SmallCap S&P 600 Index R-6

2.54 20.3 Mil

Principal Real Estate Securities Fd R-6

2.24 17.9 Mil

Principal Origin Emerging Markets R6

1.59 12.7 Mil

Principal International Small CompanyR-6

1.43 11.5 Mil

CASH & RECEIVABLES

−0.01 −50,175
Cash and Equivalents