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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2040 J (PHJEX)

14.32
+0.05
+(0.35%)
At close: 8:06:59 AM EDT
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  • Previous Close 14.27
  • YTD Return -0.82%
  • Expense Ratio 0.49%
  • Category Target-Date 2040
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 858.76M
  • Beta (5Y Monthly) 1.18
  • Yield 2.17%
  • 5y Average Return --
  • Holdings Turnover 18.70%
  • Last Dividend 0.32
  • Inception Date Mar 1, 2018

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 2040. 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 2040

Fund Category

858.76M

Net Assets

2018-03-01

Inception Date

More about Principal LifeTime Hybrid 2040 J

Performance Overview: PHJEX

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Trailing returns as of 4/24/2025. Category is Target-Date 2040.

YTD Return

PHJEX
0.82%
Category
10.80%
 

1-Year Return

PHJEX
5.05%
Category
33.59%
 

3-Year Return

PHJEX
5.09%
Category
12.99%
 

5-Year Return

PHJEX
12.21%
Category
12.87%
 

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Holdings: PHJEX

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Sector Weightings

SectorPHJEX
Technology   23.67%
Financial Services   16.35%
Consumer Cyclical   11.26%
Healthcare   10.47%
Industrials   9.86%
Communication Services   9.18%
Consumer Defensive   5.51%
Real Estate   5.23%
Energy   3.48%
Basic Materials   2.94%
Utilities   2.07%
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Recent News: PHJEX

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Research Reports: PHJEX

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