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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2025 Instl (PHTQX)

12.66
+0.04
+(0.32%)
At close: 8:06:59 AM EDT
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  • Previous Close 12.62
  • YTD Return 0.39%
  • Expense Ratio 0.35%
  • Category Target-Date 2025
  • Last Cap Gain 7.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 934.63M
  • Beta (5Y Monthly) 0.90
  • Yield 2.77%
  • 5y Average Return --
  • Holdings Turnover 22.60%
  • Last Dividend 0.36
  • Inception Date Mar 1, 2018

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 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 2025

Fund Category

934.63M

Net Assets

2018-03-01

Inception Date

More about Principal LifeTime Hybrid 2025 Instl

Performance Overview: PHTQX

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

YTD Return

PHTQX
0.39%
Category
6.61%
 

1-Year Return

PHTQX
5.08%
Category
21.54%
 

3-Year Return

PHTQX
3.66%
Category
10.23%
 

5-Year Return

PHTQX
8.91%
Category
9.75%
 

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PLTQX Principal LifeTime Hybrid 2040 Instl
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PHTYX Principal LifeTime Hybrid 2045 Instl
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PLTNX Principal LifeTime Hybrid 2055 Instl
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PHTUX Principal LifeTime Hybrid 2050 Instl
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PHTMX Principal LifeTime Hybrid 2015 Instl
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PLHHX Principal LifeTime Hybrid 2065 Instl
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Holdings: PHTQX

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Sector Weightings

SectorPHTQX
Technology   23.42%
Financial Services   16.12%
Consumer Cyclical   11.11%
Healthcare   10.33%
Industrials   9.76%
Communication Services   9.08%
Real Estate   6.13%
Consumer Defensive   5.44%
Energy   3.51%
Basic Materials   2.93%
Utilities   2.16%
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Recent News: PHTQX

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Research Reports: PHTQX

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