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
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.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 13.03% |
| Worst 1Y Total Return | 13.03% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
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 |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PHTPX | Category Average | PHTPX | Category Average | PHTPX | Category Average | |
| Alpha | -0.72 | -0 | -0.6 | -0 | -- | -0 |
| BETA | 1 | 0.01 | 1 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.59 | 0.01 | 0.81 | 0.01 | -- | 0.01 |
| R-squared | 98.59 | 0.97 | 98.35 | 0.97 | -- | 0.96 |
| Standard Deviation | 11.58 | 0.11 | 9.39 | 0.09 | -- | 0.09 |
| Sharpe Ratio | 0.48 | 0.01 | 0.91 | 0.01 | -- | 0.01 |
| Treynor Ratio | 5.11 | 0.1 | 8.5 | 0.09 | -- | 0.07 |
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