Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2050 J PHJUX
- NAV / 1-Day Return 14.51 / −0.14 %
- Total Assets 364.9 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.620%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2050
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.56%
- Turnover 9%
USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:21 PM GMT+0
Morningstar’s Analysis PHJUX
Will PHJUX 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 100.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 50.02 | 188.4 Mil | — |
Principal Diversified International R-6 | 23.37 | 88.0 Mil | — |
Principal MidCap S&P 400 Index R-6 | 12.75 | 48.0 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 4.04 | 15.2 Mil | — |
Principal Origin Emerging Markets R6 | 2.44 | 9.2 Mil | — |
Principal International Small CompanyR-6 | 2.29 | 8.6 Mil | — |
Principal Real Estate Securities Fd R-6 | 2.17 | 8.2 Mil | — |
Principal Bond Market Index Instl | 2.16 | 8.1 Mil | — |
Principal High Income Inst | 0.77 | 2.9 Mil | — |
CASH & RECEIVABLES | −0.01 | −22,632 | Cash and Equivalents |