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Principal LifeTime Hybrid 2035 Fund Class R-5 (PHTGX)

14.03
-0.26
(-1.82%)
As of February 25 at 8:00:41 PM EST. Market Open.
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  • Previous Close 14.29
  • YTD Return 2.33%
  • Expense Ratio 0.63%
  • Category Target-Date 2035
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 289.83M
  • Beta (5Y Monthly) 1.24
  • Yield 3.04%
  • 5y Average Return --
  • Holdings Turnover 14.30%
  • Last Dividend 0.00
  • Inception Date Mar 1, 2019

The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2035. It 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.

Principal Funds

Fund Family

Target-Date 2035

Fund Category

289.83M

Net Assets

2019-03-01

Inception Date

More about Principal LifeTime Hybrid 2035 Fund Class R-5

Performance Overview: PHTGX

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Trailing returns as of 2/25/2021. Category is Target-Date 2035.

YTD Return

PHTGX
2.33%
Category
9.49%
 

1-Year Return

PHTGX
19.92%
Category
29.95%
 

3-Year Return

PHTGX
0.00%
Category
12.29%
 

5-Year Return

PHTGX
0.00%
Category
12.13%
 

Holdings: PHTGX

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Sector Weightings

SectorPHTGX
Technology   20.08%
Financial Services   14.57%
Consumer Cyclical   12.38%
Healthcare   11.35%
Industrials   11.12%
Communication Services   8.17%
Consumer Defensive   6.47%
Real Estate   5.93%
Basic Materials   4.35%
Utilities   2.80%
Energy   2.78%
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Recent News: PHTGX

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Research Reports: PHTGX

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