Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2055 J (PHJBX)
15.81
+0.05
+(0.32%)
At close: 8:06:59 AM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- JPMorgan
- Vanguard
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth Core
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Fidelity Advisor 401(k) I Shares
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- Securities America Inc.
- Vanguard TF
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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.
Fund Overview
| Category | Target-Date 2055 |
| Fund Family | Principal Funds |
| Net Assets | 293.24M |
| YTD Return | -1.60% |
| Yield | 1.77% |
| Morningstar Rating | |
| Inception Date | Aug 24, 2015 |
Performance & Risk
| YTD Return | -3.08% |
| 5y Average Return | 12.08% |
| Rank in Category (ytd) | 90 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.28 |
| Morningstar Risk Rating |
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