PHJTX – Principal LifeTime Hybrid 2020 J Investment Strategy | Morningstar

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Strategy

The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2020. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
PHTTX	Principal LifeTime Hybrid 2020 Fund Institutional Class	Institutional	Open			Sep 30, 2014	$28.97M	0.340%	Average	$0	−$7.47M
PLTTX	Principal LifeTime Hybrid 2020 Fund R-6	Retirement, Large	Open			Aug 24, 2015	$201.74M	0.310%	Below Average	$0	$11.26M
PHJTX	Principal LifeTime Hybrid 2020 Fund Class J	Retirement, Medium	Open			Mar 1, 2018	$526.20M	0.460%	Low	$1,000	$120.24M

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