Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid Income Instl (PHTFX)

10.29 -0.02 (-0.19%)
At close: June 14 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 4.04%
5y Average Return 3.93%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return (Jun 14, 2024) 11.82%
Worst 1Y Total Return (Jun 14, 2024) --
Best 3Y Total Return 11.82%
Worst 3Y Total Return 0.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHTFX
Category
YTD
3.24%
3.58%
1-Month
2.61%
0.73%
3-Month
2.00%
3.29%
1-Year
10.07%
12.52%
3-Year
0.64%
7.60%
5-Year
4.01%
6.39%
10-Year
0.00%
5.12%
Last Bull Market
12.66%
8.81%
Last Bear Market
-8.44%
-5.68%

Annual Total Return (%) History

Year
PHTFX
Category
2024
--
--
2023
10.77%
--
2022
-13.20%
--
2021
5.15%
--
2020
10.11%
9.03%
2019
11.82%
12.85%
2018
-2.75%
-3.16%
2017
7.62%
8.81%

2016
4.69%
5.10%
2015
-0.05%
-1.50%
2014
--
4.36%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.13% -- -- --
2023 4.11% 1.77% -2.65% 7.40%
2022 -4.91% -8.44% -4.30% 4.17%
2021 0.18% 2.84% -0.09% 2.16%
2020 -4.66% 7.43% 2.73% 4.65%
2019 5.16% 2.69% 1.22% 2.29%
2018 -0.96% 0.29% 1.26% -3.31%
2017 2.23% 1.68% 1.95% 1.55%
2016 2.20% 1.94% 1.71% -1.20%
2015 2.37% -0.91% -2.03% 0.57%

2014 1.41% -- -- --

Rank in Category (By Total Return)

YTD 10
1-Month 26
3-Month 9
1-Year 27
3-Year 31
5-Year 52

Load Adjusted Returns

1-Year 10.07%
3-Year 0.64%
5-Year 4.01%
10-Year --

Performance & Risk

YTD Return 4.04%
5y Average Return 3.93%
Rank in Category (ytd) 10
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.73
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 134.84M
YTD Return 3.24%
Yield 3.06%
Morningstar Rating
Inception Date Mar 01, 2018

Fund Summary

The fund is a fund of funds that invests in underlying funds of 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.

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