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Principal LifeTime Hybrid 2055 J (PHJBX)

15.81
+0.05
+(0.32%)
At close: April 25 at 8:01:58 PM EDT
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  • Previous Close 15.76
  • YTD Return -1.60%
  • Expense Ratio 0.60%
  • Category Target-Date 2055
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 293.24M
  • Beta (5Y Monthly) 1.28
  • Yield 1.77%
  • 5y Average Return --
  • Holdings Turnover 16.80%
  • Last Dividend 0.29
  • Inception Date Aug 24, 2015

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 2055. 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.

Principal Funds

Fund Family

Target-Date 2055

Fund Category

293.24M

Net Assets

2015-08-24

Inception Date

More about Principal LifeTime Hybrid 2055 J

Performance Overview: PHJBX

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Trailing returns as of 4/24/2025. Category is Target-Date 2055.

YTD Return

PHJBX
1.60%
Category
12.13%
 

1-Year Return

PHJBX
4.86%
Category
37.63%
 

3-Year Return

PHJBX
5.82%
Category
13.82%
 

5-Year Return

PHJBX
14.02%
Category
13.76%
 

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Holdings: PHJBX

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Sector Weightings

SectorPHJBX
Technology   23.77%
Financial Services   16.44%
Consumer Cyclical   11.32%
Healthcare   10.52%
Industrials   9.93%
Communication Services   9.21%
Consumer Defensive   5.53%
Real Estate   4.74%
Energy   3.50%
Basic Materials   2.96%
Utilities   2.08%
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Recent News: PHJBX

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Research Reports: PHJBX

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