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Principal LifeTime Hybrid 2030 J (PHJNX)

12.72
+0.01
+(0.08%)
At close: 8:01:58 PM EDT
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  • Previous Close 12.71
  • YTD Return 0.08%
  • Expense Ratio 0.45%
  • Category Target-Date 2030
  • Last Cap Gain 9.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 1.06B
  • Beta (5Y Monthly) 1.01
  • Yield 2.48%
  • 5y Average Return --
  • Holdings Turnover 28.90%
  • Last Dividend 0.33
  • Inception Date Sep 30, 2014

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 2030. 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 2030

Fund Category

1.06B

Net Assets

2014-09-30

Inception Date

Performance Overview: PHJNX

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Trailing returns as of 4/14/2025. Category is Target-Date 2030.

YTD Return

PHJNX
0.08%
Category
7.97%
 

1-Year Return

PHJNX
5.10%
Category
25.53%
 

3-Year Return

PHJNX
3.92%
Category
11.28%
 

5-Year Return

PHJNX
9.91%
Category
10.98%
 

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Holdings: PHJNX

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Sector Weightings

SectorPHJNX
Technology   23.55%
Healthcare   10.36%
Industrials   9.88%
Real Estate   5.75%
Energy   3.52%
Utilities   2.16%

Recent News: PHJNX

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Research Reports: PHJNX

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