Nasdaq - Delayed Quote USD
Principal LifeTime Hybrid 2025 Fund Class R-3 (PHTPX)
13.07
-0.21
(-1.58%)
At close: February 25 at 8:00:41 PM EST
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return | 13.03% |
| Worst 1Y Total Return | 13.03% |
| Best 3Y Total Return | 13.03% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
PHTPX
Category
- YTD
- 1.40%
- 6.61%
- 1-Month
- -0.83%
- 0.92%
- 3-Month
- 4.34%
- 4.66%
- 1-Year
- 16.08%
- 21.54%
- 3-Year
- 0.00%
- 10.23%
- 5-Year
- 0.00%
- 9.75%
- 10-Year
- 0.00%
- 7.82%
- Last Bull Market
- 0.00%
- 16.61%
- Last Bear Market
- 0.00%
- -14.25%
Annual Total Return (%) History
Year
PHTPX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2020 | -12.63% | 12.52% | 5.31% | 9.17% |
| 2019 | 3.11% | 0.78% | 4.98% | -- |
Rank in Category (By Total Return)
| YTD | 41 |
| 1-Month | 41 |
| 3-Month | 49 |
| 1-Year | 45 |
| 3-Year | 69 |
| 5-Year | 62 |
Load Adjusted Returns
| 1-Year | 12.68% |
| 3-Year | 6.57% |
| 5-Year | 9.69% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.00 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2025 |
| Fund Family | Principal Funds |
| Net Assets | 365.15M |
| YTD Return | 1.40% |
| Yield | 3.47% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2019 |
Fund Summary
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 2025. 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.
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