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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2015 Instl (PHTMX)

11.39
+0.03
+(0.26%)
At close: 8:06:59 AM EDT
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  • Previous Close 11.36
  • YTD Return 0.97%
  • Expense Ratio 0.36%
  • Category Target-Date 2015
  • Last Cap Gain 4.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 362.06M
  • Beta (5Y Monthly) 0.76
  • Yield 2.99%
  • 5y Average Return --
  • Holdings Turnover 23.80%
  • Last Dividend 0.34
  • Inception Date Aug 24, 2015

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 2015. It 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.

Principal Funds

Fund Family

Target-Date 2015

Fund Category

362.06M

Net Assets

2015-08-24

Inception Date

More about Principal LifeTime Hybrid 2015 Instl

Performance Overview: PHTMX

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Trailing returns as of 4/24/2025. Category is Target-Date 2015.

YTD Return

PHTMX
0.97%
Category
5.24%
 

1-Year Return

PHTMX
5.10%
Category
17.09%
 

3-Year Return

PHTMX
3.08%
Category
9.13%
 

5-Year Return

PHTMX
6.53%
Category
8.26%
 

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Holdings: PHTMX

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Sector Weightings

SectorPHTMX
Technology   23.07%
Financial Services   15.81%
Consumer Cyclical   10.92%
Healthcare   10.14%
Industrials   9.59%
Communication Services   8.93%
Real Estate   7.65%
Consumer Defensive   5.35%
Energy   3.47%
Basic Materials   2.90%
Utilities   2.16%
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Recent News: PHTMX

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Research Reports: PHTMX

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