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 2025 Fund Class J PHJQX
- NAV / 1-Day Return 14.39 / −0.21 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.440%
- Expense Ratio 0.160%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2025
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.76%
- Turnover 24%
USD | NAV as of Jun 17, 2026 | 1-Day Return as of Jun 17, 2026, 12:06 AM GMT+0
Morningstar’s Analysis PHJQX
Will PHJQX 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 PHJQX 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 PHJQX’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 98.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Bond Market Index Instl | 31.07 | 382M | — |
Principal Large Cap S&P 500 Index Inst | 25.44 | 313M | — |
Principal International Equity R-6 | 12.43 | 153M | — |
Principal Short-Term Income Inst | 9.97 | 123M | — |
Principal High Yield R-6 | 5.18 | 64M | — |
Principal Inflation Protection Inst | 4.62 | 57M | — |
Principal Glb Emerging Markets R6 | 3.41 | 42M | — |
Principal SmallCap S&P 600 Index R6 | 2.39 | 29M | — |
Principal MidCap S&P 400 Index R6 | 2.28 | 28M | — |
Principal Real Estate Securities Fd R6 | 1.84 | 23M | — |
United States