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

Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid Income Instl (PHTFX)

10.34
+0.03
+(0.29%)
As of 8:06:59 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.19%
5y Average Return 3.98%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Apr 24, 2025) 11.82%
Worst 1Y Total Return (Apr 24, 2025) --
Best 3Y Total Return 11.82%
Worst 3Y Total Return 0.16%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PHTFX
Category
YTD
0.97%
3.58%
1-Month
-1.52%
0.73%
3-Month
0.97%
3.29%
1-Year
5.12%
12.52%
3-Year
3.11%
7.60%
5-Year
4.83%
6.39%
10-Year
3.74%
5.12%
Last Bull Market
8.74%
8.81%
Last Bear Market
-8.44%
-5.68%

Annual Total Return (%) History

Year
PHTFX
Category
2025
--
--
2024
7.37%
--
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
2025 0.97% -- -- --
2024 3.13% 0.88% 5.05% -1.77%
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 77
1-Month 77
3-Month 77
1-Year 74
3-Year 34
5-Year 66

Load Adjusted Returns

1-Year 5.12%
3-Year 3.11%
5-Year 4.83%
10-Year 3.74%

Performance & Risk

YTD Return 0.19%
5y Average Return 3.98%
Rank in Category (ytd) 77
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Target-Date Retirement
Fund Family Principal Funds
Net Assets 165.94M
YTD Return 0.97%
Yield 3.02%
Morningstar Rating
Inception Date Mar 01, 2018

Fund Summary

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.

Related Tickers

TGCEX TCW Concentrated Large Cap Growth I Cl
28.19
+1.29%
 
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%
 
TEBRX Teberg
22.90
+0.53%
 
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%
 
TGVNX TCW Relative Value Mid Cap N
25.46
-0.27%
 
TGVOX TCW Relative Value Mid Cap I
26.45
-0.26%
 
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%
 
NSRKX Northern World Selection Index K
21.92
+0.78%
 
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%
 
NSRIX Northern World Selection Index I
21.91
+0.83%
 
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%
 
EAEAX Eaton Vance Tax-Managed Equity Asset Allocation Fund
33.89
+0.41%
 
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%
 
AULDX American Century Ultra R6
90.02
+1.64%
 
AULYX American Century Ultra Y
90.15
+1.63%
 
TWUIX American Century Ultra Fund
88.91
+1.63%
 
TWCUX American Century Ultra Fund
83.36
+1.63%
 
AULGX American Century Ultra R5
88.99
+1.63%
 
AULNX American Century Ultra G
93.56
+1.63%
 
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%
 
TWUAX American Century Ultra Fund
76.56
+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%
 
LGRCX Loomis Sayles Growth Fund
19.64
+1.55%
 
PSGQX PGIM Jennison Focused Growth R6
27.53
+1.55%
 
SPFAX PGIM Jennison Focused Growth A
24.31
+1.55%
 
LSGRX Loomis Sayles Growth Y
27.00
+1.54%
 
ASLDX American Century Select Fund G Class
115.94
+1.54%
 
ASDEX American Century Select R6
114.95
+1.54%
 
FSPGX Fidelity Large Cap Growth Idx
35.68
+1.54%
 
LGRNX Loomis Sayles Growth Fund
27.10
+1.54%
 
LGRRX Loomis Sayles Growth Fund
24.05
+1.52%
 
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%
 
AGRDX American Century Growth R6
54.11
+1.46%
 
CTHCX Columbia Global Technology Growth C
65.47
+1.46%
 
CGTUX Columbia Global Technology Growth Inst3
84.45
+1.45%
 
TWGIX American Century Growth Fund
53.80
+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%