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Principal LifeTime Hybrid 2035 J (PHJJX)

13.52
+0.01
+(0.07%)
At close: 8:01:58 PM EDT
Loading Chart for PHJJX
  • Previous Close 13.51
  • YTD Return -0.36%
  • Expense Ratio 0.47%
  • Category Target-Date 2035
  • Last Cap Gain 11.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 753M
  • Beta (5Y Monthly) 1.09
  • Yield 2.41%
  • 5y Average Return --
  • Holdings Turnover 21.50%
  • Last Dividend 0.34
  • 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 2035. 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 2035

Fund Category

753M

Net Assets

2015-08-24

Inception Date

Performance Overview: PHJJX

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Trailing returns as of 4/14/2025. Category is Target-Date 2035.

YTD Return

PHJJX
0.36%
Category
9.49%
 

1-Year Return

PHJJX
4.96%
Category
29.95%
 

3-Year Return

PHJJX
4.42%
Category
12.29%
 

5-Year Return

PHJJX
11.07%
Category
12.13%
 

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Holdings: PHJJX

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Sector Weightings

SectorPHJJX
Technology   23.65%
Healthcare   10.39%
Industrials   9.82%
Real Estate   5.77%
Energy   3.45%
Utilities   2.07%

Recent News: PHJJX

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Research Reports: PHJJX

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