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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2040 J (PHJEX)

14.32
+0.05
+(0.35%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.13%
5y Average Return 10.48%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2025) 23.53%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 23.53%
Worst 3Y Total Return 3.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHJEX
Category
YTD
-0.82%
10.80%
1-Month
-3.47%
1.06%
3-Month
-0.82%
6.14%
1-Year
5.05%
33.59%
3-Year
5.09%
12.99%
5-Year
12.21%
12.87%
10-Year
7.47%
9.72%
Last Bull Market
13.08%
19.05%
Last Bear Market
-14.14%
-17.54%

Annual Total Return (%) History

Year
PHJEX
Category
2025
--
--
2024
13.34%
--
2023
18.04%
--
2022
-18.04%
--
2021
16.94%
--
2020
15.07%
14.56%
2019
23.53%
23.19%
2018
--
-7.74%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.82% -- -- --
2024 7.01% 1.41% 6.04% -1.50%
2023 6.04% 4.88% -3.96% 10.51%
2022 -6.30% -14.14% -5.41% 7.69%
2021 4.84% 5.59% -0.91% 6.61%
2020 -17.72% 16.37% 7.04% 12.28%
2019 10.98% 3.53% 0.67% 6.80%
2018 1.09% 3.66% -12.26% --

Rank in Category (By Total Return)

YTD 91
1-Month 92
3-Month 91
1-Year 76
3-Year 59
5-Year 67

Load Adjusted Returns

1-Year 4.05%
3-Year 5.09%
5-Year 12.21%
10-Year 7.47%

Performance & Risk

YTD Return -2.13%
5y Average Return 10.48%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family Principal Funds
Net Assets 858.76M
YTD Return -0.82%
Yield 2.17%
Morningstar Rating
Inception Date Mar 01, 2018

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 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.

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