Principal LifeTime Hybrid series features experienced managers, though it could benefit from more dedicated resources and enhanced rigor in its process.
Principal LifeTime Hybrid 2035 Instl PHTJX
- NAV / 1-Day Return 13.15 / −0.30 %
- Total Assets 608.4 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.380%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.33%
- Turnover 13%
USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:18 PM GMT+0
Morningstar’s Analysis PHTJX
Will PHTJX 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 | 36.11 | 226.0 Mil | — |
Principal Bond Market Index Instl | 25.09 | 157.0 Mil | — |
Principal Diversified International R-6 | 16.87 | 105.6 Mil | — |
Principal MidCap S&P 400 Index R-6 | 9.21 | 57.6 Mil | — |
Principal High Income Inst | 4.19 | 26.2 Mil | — |
Principal SmallCap S&P 600 Index R-6 | 2.92 | 18.3 Mil | — |
Principal Real Estate Securities Fd R-6 | 2.20 | 13.8 Mil | — |
Principal Origin Emerging Markets R6 | 1.76 | 11.0 Mil | — |
Principal International Small CompanyR-6 | 1.65 | 10.3 Mil | — |
CASH & RECEIVABLES | 0.00 | −28,652 | Cash and Equivalents |