Morningstar

Principal LifeTime Hybrid 2025 Fund Institutional Class PHTQX

Morningstar Medalist Rating
Medalist Rating as of | See Principal Investment Hub
  • NAV / 1-Day Return 14.46  /  +0.14 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.330%
  • Expense Ratio 0.050%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.83%
  • Turnover 24%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:10 AM GMT+0

Morningstar’s Analysis PHTQX

Will PHTQX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHTQX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the PHTQX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of PHTQX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Cost-effective retirement solution.

Senior Analyst Hyunmin Kim

Hyunmin Kim

Senior Analyst

Summary

Capable asset allocators support Principal Lifetime, applying a reasonable and consistent process. Below-average fees for most share classes provide a consistent edge that should compound over the long term.

by Hyunmin Kim
Rated on Published on

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Portfolio Holdings PHTQX

More PHTQX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 98.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Principal Bond Market Index Instl

30.62 386M
—

Principal Large Cap S&P 500 Index Inst

26.50 334M
—

Principal International Equity R-6

12.09 152M
—

Principal Short-Term Income Inst

9.82 124M
—

Principal High Yield R-6

5.12 64M
—

Principal Inflation Protection Inst

4.54 57M
—

Principal Glb Emerging Markets R6

3.54 45M
—

Principal SmallCap S&P 600 Index R6

2.39 30M
—

Principal MidCap S&P 400 Index R6

2.31 29M
—

Principal Real Estate Securities Fd R6

1.80 23M
—

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