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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid Income Instl (PHTFX)

10.34
+0.03
+(0.29%)
At close: 8:06:59 AM EDT
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  • Previous Close 10.31
  • YTD Return 0.97%
  • Expense Ratio 0.36%
  • Category Target-Date Retirement
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 165.94M
  • Beta (5Y Monthly) 0.74
  • Yield 3.02%
  • 5y Average Return --
  • Holdings Turnover 24.10%
  • Last Dividend 0.31
  • Inception Date Mar 1, 2018

The fund 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. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities. The fund's asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.

Principal Funds

Fund Family

Target-Date Retirement

Fund Category

165.94M

Net Assets

2018-03-01

Inception Date

More about Principal LifeTime Hybrid Income Instl

Performance Overview: PHTFX

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

YTD Return

PHTFX
0.97%
Category
3.58%
 

1-Year Return

PHTFX
5.12%
Category
12.52%
 

3-Year Return

PHTFX
3.11%
Category
7.60%
 

5-Year Return

PHTFX
4.83%
Category
6.39%
 

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PHTUX Principal LifeTime Hybrid 2050 Instl
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PHTMX Principal LifeTime Hybrid 2015 Instl
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PLTHX Principal LifeTime Hybrid 2060 Instl
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PLTNX Principal LifeTime Hybrid 2055 Instl
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PHTNX Principal LifeTime Hybrid 2030 Instl
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PHTYX Principal LifeTime Hybrid 2045 Instl
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PHTJX Principal LifeTime Hybrid 2035 Instl
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PSSIX Principal SmallCap S&P 600 Index Inst
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PLSAX Principal Large Cap S&P 500 Index A
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Holdings: PHTFX

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Sector Weightings

SectorPHTFX
Technology   22.98%
Financial Services   15.82%
Consumer Cyclical   10.93%
Healthcare   10.14%
Industrials   9.63%
Communication Services   8.90%
Real Estate   7.69%
Consumer Defensive   5.34%
Energy   3.48%
Basic Materials   2.91%
Utilities   2.17%
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Recent News: PHTFX

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Research Reports: PHTFX

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