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Principal LifeTime Hybrid 2060 J (PHJGX)

16.30
+0.05
+(0.31%)
At close: 8:06:59 AM EDT
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  • Previous Close 16.25
  • YTD Return -1.61%
  • Expense Ratio 0.63%
  • Category Target-Date 2060+
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 154.72M
  • Beta (5Y Monthly) 1.28
  • Yield 1.73%
  • 5y Average Return --
  • Holdings Turnover 17.40%
  • 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 2060. 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 2060+

Fund Category

154.72M

Net Assets

2015-08-24

Inception Date

More about Principal LifeTime Hybrid 2060 J

Performance Overview: PHJGX

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Trailing returns as of 4/24/2025. Category is Target-Date 2060+.

YTD Return

PHJGX
1.61%
Category
6.10%
 

1-Year Return

PHJGX
4.78%
Category
14.41%
 

3-Year Return

PHJGX
5.80%
Category
4.94%
 

5-Year Return

PHJGX
14.22%
Category
9.53%
 

Holdings: PHJGX

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Sector Weightings

SectorPHJGX
Technology   23.74%
Financial Services   16.44%
Consumer Cyclical   11.32%
Healthcare   10.51%
Industrials   9.94%
Communication Services   9.20%
Consumer Defensive   5.53%
Real Estate   4.77%
Energy   3.50%
Basic Materials   2.96%
Utilities   2.08%
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Recent News: PHJGX

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Research Reports: PHJGX

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