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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.

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

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.

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

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

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