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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2045 J (PHJYX)

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

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • JPMorgan
  • Vanguard
  • (Junk)CommonWealth PPS
  • Fifth Third Securities, Inc.
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Fidelity Institutional FundsNetwork-NTF
  • CommonWealth Core
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • Fidelity Advisor 401(k) I Shares
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • Securities America Inc.
  • Vanguard TF
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

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.

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

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

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