Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2020 J PHJTX
- NAV / 1-Day Return 11.56 / +0.52 %
- Total Assets 520.2 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.500%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.88%
- Turnover 18%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis PHJTX
Will PHJTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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 | 30.76 | 158.4 Mil | — |
Principal Large Cap S&P 500 Index Inst | 23.14 | 119.2 Mil | — |
Principal Short-Term Income Inst | 12.16 | 62.6 Mil | — |
Principal Diversified International R-6 | 10.73 | 55.3 Mil | — |
Principal High Income Inst | 5.86 | 30.2 Mil | — |
Principal MidCap S&P 400 Index R-6 | 5.76 | 29.7 Mil | — |
Principal Inflation Protection Inst | 5.29 | 27.2 Mil | — |
Principal Diversified Real Asset R6 | 2.24 | 11.5 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 1.83 | 9.4 Mil | — |
Principal Origin Emerging Markets R6 | 1.15 | 5.9 Mil | — |