Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2045 J (PHJYX)

14.94
+0.05
+(0.34%)
At close: 8:06:59 AM EDT

Performance Overview

Morningstar Return Rating --
YTD Return -2.62%
5y Average Return 11.30%
Number of Years Up 5
Number of Years Down 1
Best 1Y Total Return (Apr 24, 2025) 24.56%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 24.56%
Worst 3Y Total Return 3.62%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHJYX
Category
YTD
-1.24%
11.62%
1-Month
-3.82%
1.08%
3-Month
-1.24%
6.42%
1-Year
4.97%
36.05%
3-Year
5.53%
13.52%
5-Year
13.14%
13.44%
10-Year
7.89%
9.97%
Last Bull Market
13.72%
20.43%
Last Bear Market
-14.97%
-18.27%

Annual Total Return (%) History

Year
PHJYX
Category
2025
--
--
2024
14.63%
--
2023
19.28%
--
2022
-18.47%
--
2021
18.17%
--
2020
15.49%
15.10%
2019
24.56%
24.35%
2018
--
-8.14%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -1.24% -- -- --
2024 7.85% 1.55% 6.10% -1.35%
2023 6.40% 5.38% -4.05% 10.88%
2022 -6.32% -14.97% -5.42% 8.24%
2021 5.30% 5.84% -1.01% 7.12%
2020 -18.96% 17.25% 7.40% 13.16%
2019 11.50% 3.50% 0.58% 7.32%
2018 1.16% 3.94% -13.02% --

Rank in Category (By Total Return)

YTD 92
1-Month 97
3-Month 92
1-Year 77
3-Year 59
5-Year 65

Load Adjusted Returns

1-Year 3.97%
3-Year 5.53%
5-Year 13.14%
10-Year 7.89%

Performance & Risk

YTD Return -2.62%
5y Average Return 11.30%
Rank in Category (ytd) 92
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

Fund Overview

Category Target-Date 2045
Fund Family Principal Funds
Net Assets 511.05M
YTD Return -1.24%
Yield 1.99%
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 2045. 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.

Related Tickers

BPTRX Baron Partners Retail
177.94
+3.29%
 
BPTIX Baron Partners Institutional
185.95
+3.28%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
47.73
+2.65%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
60.18
+2.64%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
63.47
+2.26%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
92.54
+2.25%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
445.02
+2.22%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
445.16
+2.22%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
312.31
+2.22%
 
FELIX Fidelity Advisor Semiconductors I
73.92
+1.92%
 
FELTX Fidelity Advisor Semiconductors M
62.84
+1.91%
 
FIKGX Fidelity Advisor Semiconductors Z
74.18
+1.91%
 
FELAX Fidelity Advisor Semiconductors A
67.82
+1.91%
 
FSELX Fidelity Select Semiconductors
26.18
+1.91%
 
FELCX Fidelity Advisor Semiconductors C
52.91
+1.91%
 
UPDDX Upright Growth & Income
16.40
+1.86%
 
ALAFX Alger Focus Equity A
72.33
+1.86%
 
ALZFX Alger Focus Equity Z
75.53
+1.85%
 
ALCFX Alger Focus Equity C
64.65
+1.84%
 
ALGRX Alger Focus Equity I
72.94
+1.84%
 
ALGYX Alger Focus Equity Y
75.83
+1.84%
 
INPIX ProFunds Internet UltraSector Inv
49.48
+1.83%
 
INPSX ProFunds Internet UltraSector Svc
31.39
+1.82%
 
BIOPX Baron Opportunity Fund
42.62
+1.79%
 
BIOIX Baron Opportunity Fund
45.67
+1.78%
 
BIOUX Baron Opportunity Fund
45.72
+1.78%
 
NWHQX Nationwide Bailard Tech & Sci M
27.74
+1.69%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
27.40
+1.67%
 
NWHTX Nationwide Bailard Tech & Sci R6
27.59
+1.66%
 
RYELX Rydex Electronics A
316.90
+1.65%
 
RYSIX Rydex Electronics Inv
349.94
+1.65%
 
RYSAX Rydex Electronics H
306.86
+1.65%
 
FTRNX Fidelity Trend
156.30
+1.65%
 
FSPTX Fidelity Select Technology
30.95
+1.64%
 
NWHOX Nationwide Bailard Tech & Sci A
24.21
+1.64%
 
NWADX Nationwide Loomis All Cap Gr Eagle
17.51
+1.63%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
23.79
+1.62%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
17.55
+1.62%
 
NWZLX Nationwide Loomis All Cap Gr A
16.94
+1.62%
 
PGKRX PGIM Jennison Technology R6
23.85
+1.62%
 
FTHCX Fidelity Advisor Technology C
72.85
+1.62%
 
FIKHX Fidelity Advisor Technology Z
117.54
+1.62%
 
NWZMX Nationwide Loomis All Cap Gr R6
17.62
+1.61%
 
PGKCX PGIM Jennison Technology C
22.07
+1.61%
 
FATEX Fidelity Advisor Technology Fund
92.73
+1.61%
 
PGKAX PGIM Jennison Technology A
23.35
+1.61%
 
FATIX Fidelity Advisor Technology Fund
117.54
+1.61%
 
FADTX Fidelity Advisor Technology A
103.08
+1.61%
 
TSNIX T. Rowe Price Science & Tech I
43.72
+1.60%
 
SPFZX PGIM Jennison Focused Growth Z
27.44
+1.59%
 
PSGQX PGIM Jennison Focused Growth R6
27.53
+1.55%
 
SPFAX PGIM Jennison Focused Growth A
24.31
+1.55%
 
FSPGX Fidelity Large Cap Growth Idx
35.68
+1.54%
 
BGSAX BlackRock Technology Opportunities Fund
58.85
+1.50%
 
JPGSX JPMorgan U.S. GARP Equity I
77.80
+1.50%
 
JIGAX JPMorgan U.S. GARP Equity A
75.31
+1.50%
 
JGISX JPMorgan U.S. GARP Equity Fund
76.05
+1.49%
 
JGIRX JPMorgan U.S. GARP Equity Fund
76.06
+1.49%
 
JCICX JPMorgan U.S. GARP Equity Fund
71.35
+1.49%
 
FBCKX Fidelity Advisor Blue Chip Grow
198.59
+1.49%
 
BGSIX BlackRock Technology Opportunities Fund
65.35
+1.49%
 
FBGRX Fidelity Blue Chip Growth Fund
198.87
+1.49%
 
JIGZX JPMorgan U.S. GARP Equity R2
71.61
+1.49%
 
BGSRX BlackRock Technology Opportunities Fund
58.66
+1.49%
 
FBCJX Fidelity Advisor Blue Chip Grow
198.54
+1.49%
 
FBGKX Fidelity Blue Chip Growth Fund
200.04
+1.49%
 
BTEKX BlackRock Technology Opportunities K
65.58
+1.49%
 
CMVIX BlackRock Advantage Large Cap Gr Instl
23.23
+1.49%
 
FBCEX Fidelity Advisor Blue Chip Grow
198.14
+1.49%
 
FBCCX Fidelity Advisor Blue Chip Growth A
198.26
+1.48%
 
FBCHX Fidelity Advisor Blue Chip Grow
197.51
+1.48%
 
BSTSX BlackRock Technology Opportunities Svc
60.38
+1.48%
 
CTHCX Columbia Global Technology Growth C
65.47
+1.46%
 
CGTUX Columbia Global Technology Growth Inst3
84.45
+1.45%
 
CTHRX Columbia Global Technology Growth Inst2
84.01
+1.45%
 
CGTDX Columbia Global Technology Growth S
81.91
+1.45%
 
CMTFX Columbia Global Technology Growth Inst
81.91
+1.45%
 
THLCX Thrivent Large Cap Growth S
19.67
+1.44%
 
CTCAX Columbia Global Technology Growth A
77.31
+1.44%
 
BMCKX BlackRock Advantage Large Cap Gr K
23.23
+1.44%
 
TBDZX PGIM Jennison Diversified Growth Z
17.65
+1.44%
 
ILGGX Columbia Integrated Large Cap Gr Instl
19.84
+1.43%
 
MMDEX Praxis Growth Index I
44.69
+1.43%
 
ILGJX Columbia Integrated Large Cap Gr Ins 3
19.92
+1.43%
 
ILGCX Columbia Integrated Large Cap Gr A
19.30
+1.42%
 
CSGZX Columbia Seligman Global Tech Inst
65.46
+1.41%
 
SGTTX Columbia Seligman Global Tech Inst2
66.21
+1.41%
 
SHGTX Columbia Seligman Global Tech A
62.69
+1.41%
 
CGTYX Columbia Seligman Global Tech Inst3
65.60
+1.41%
 
HACAX Harbor Capital Appreciation Instl
104.67
+1.40%
 
SHTCX Columbia Seligman Global Tech C
34.71
+1.40%
 
SGTRX Columbia Seligman Global Tech R
57.86
+1.40%
 
TBDAX PGIM Jennison Diversified Growth A
17.37
+1.40%
 
HCAIX Harbor Capital Appreciation Inv
95.02
+1.40%
 
HRCAX Harbor Capital Appreciation Admin
99.44
+1.40%
 
CSGAX Columbia Seligman Global Technology S
65.46
+1.39%
 
PJFZX PGIM Jennison Growth Z
64.14
+1.39%
 
PJFAX PGIM Jennison Growth A
54.96
+1.38%
 
SCIRX Columbia Seligman Tech & Info R
95.45
+1.38%
 
SCMIX Columbia Seligman Tech & Info Inst2
128.67
+1.38%