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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2025 Instl (PHTQX)

12.66
+0.04
+(0.32%)
As of 8:06:59 AM EDT. Market Open.

Investment Information

Min Initial Investment
1,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
1
Min Subsequent Investment
100
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
1

Broker Availability

Fund Summary

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.

Fund Overview

Category Target-Date 2025
Fund Family Principal Funds
Net Assets 934.63M
YTD Return 0.39%
Yield 2.77%
Morningstar Rating
Inception Date Mar 01, 2018

Performance & Risk

YTD Return -0.55%
5y Average Return 7.59%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

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