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.
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 11.82% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 7 |
| Number of Years Down | 3 |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTFX | Category Average | PHTFX | Category Average | PHTFX | Category Average | |
| Alpha | -1.07 | 0.01 | -2.02 | 0 | -0.76 | 0 |
| BETA | 0.74 | 0.01 | 0.68 | 0.01 | 0.6 | 0.01 |
| Mean Annual Return | 0.29 | 0.01 | 0.42 | 0.01 | 0.32 | 0 |
| R-squared | 98.25 | 0.91 | 95.76 | 0.9 | 91.15 | 0.88 |
| Standard Deviation | 9.34 | 0.07 | 8.03 | 0.05 | 6.35 | 0.05 |
| Sharpe Ratio | -0.11 | 0.01 | 0.28 | 0.01 | 0.3 | 0.01 |
| Treynor Ratio | -2.05 | 0.12 | 3.02 | 0.09 | 2.95 | 0.08 |
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%