Morningstar

Principal LifeTime Hybrid 2025 Fund Class J PHJQX

Morningstar Medalist Rating
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Medalist Rating as of See Principal Investment Hub
  • NAV / 1-Day Return $14.26  /  −0.14 %
  • Fund Size $1.3B
  • Adjusted Expense Ratio 0.440%
  • Net Expense Ratio 0.160%
  • Fee Level: Distribution Low
  • Share Class Type Retirement, Medium
  • Morningstar Category Target-Date 2025
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 2.79%
  • Turnover Ratio 24%
NAV and 1-Day Return as of

Morningstar’s Analysis PHJQX

Will PHJQX outperform in the 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 PHJQX’s performance objective and investment process is for both security selection and portfolio construction.

  • 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.

Cost-effective retirement solution.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support Principal Lifetime, applying a reasonable and consistent process. Below-average fees for most share classes provide a consistent edge that should compound over the long term.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PHJQX

More PHJQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Bond Market Index Instl

30.72 398M
—

Principal Large Cap S&P 500 Index Inst

26.45 343M
—

Principal International Equity R-6

12.09 157M
—

Principal Short-Term Income Inst

10.22 132M
—

Principal High Yield R-6

5.26 68M
—

Principal Inflation Protection Inst

4.54 59M
—

Principal Glb Emerging Markets R6

3.36 44M
—

Principal SmallCap S&P 600 Index R6

2.33 30M
—

Principal MidCap S&P 400 Index R6

2.21 29M
—

Principal Real Estate Securities Fd R6

1.75 23M
—

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