Skip to Content

Principal LifeTime Hybrid 2020 J PHJTX

Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 11.56  /  +0.52 %
  • Total Assets 520.2 Mil
  • Adj. Expense Ratio
    0.500%
  • 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.

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 PHJTX

  • 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