Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2020 Instl (PHTTX)

11.77
+0.04
+(0.34%)
At close: 8:06:59 AM EDT
Advanced Chart
Loading Chart for PHTTX
  • Previous Close 11.73
  • YTD Return 0.60%
  • Expense Ratio 0.36%
  • Category Target-Date 2020
  • Last Cap Gain 6.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 537.84M
  • Beta (5Y Monthly) 0.82
  • Yield 2.97%
  • 5y Average Return --
  • Holdings Turnover 25.40%
  • Last Dividend 0.35
  • Inception Date Sep 30, 2014

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 2020. 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 2020

Fund Category

537.84M

Net Assets

2014-09-30

Inception Date

More about Principal LifeTime Hybrid 2020 Instl

Performance Overview: PHTTX

View More

Trailing returns as of 4/24/2025. Category is Target-Date 2020.

YTD Return

PHTTX
0.60%
Category
5.78%
 

1-Year Return

PHTTX
5.11%
Category
18.91%
 

3-Year Return

PHTTX
3.39%
Category
9.48%
 

5-Year Return

PHTTX
7.68%
Category
8.82%
 

People Also Watch

PHTQX Principal LifeTime Hybrid 2025 Instl
12.66
+0.32%
 
PHTNX Principal LifeTime Hybrid 2030 Instl
13.06
+0.31%
 
PHTFX Principal LifeTime Hybrid Income Instl
10.34
+0.29%
 
PHTUX Principal LifeTime Hybrid 2050 Instl
15.45
+0.32%
 
PHTMX Principal LifeTime Hybrid 2015 Instl
11.39
+0.26%
 
PHTYX Principal LifeTime Hybrid 2045 Instl
15.04
+0.33%
 
PLTQX Principal LifeTime Hybrid 2040 Instl
14.44
+0.35%
 
PLTNX Principal LifeTime Hybrid 2055 Instl
15.94
+0.31%
 
PHTJX Principal LifeTime Hybrid 2035 Instl
13.90
+0.36%
 
PLTHX Principal LifeTime Hybrid 2060 Instl
16.51
+0.36%
 
PMFPX Principal MidCap S&P 400 Index R5
21.00
-0.43%
 
PSSIX Principal SmallCap S&P 600 Index Inst
22.36
0.00%
 
PLHHX Principal LifeTime Hybrid 2065 Instl
15.04
+0.33%
 
PLGIX Principal LargeCap Growth I Instl
15.35
+1.12%
 
PIIQX Principal International Equity Index R5
12.09
+0.25%
 
PPVIX Principal SmallCap Value II Instl
10.12
-0.39%
 

Holdings: PHTTX

View More

Sector Weightings

SectorPHTTX
Technology   23.29%
Financial Services   16.01%
Consumer Cyclical   11.04%
Healthcare   10.26%
Industrials   9.69%
Communication Services   9.03%
Real Estate   6.70%
Consumer Defensive   5.40%
Energy   3.49%
Basic Materials   2.91%
Utilities   2.16%
View More

Recent News: PHTTX

View More
View More

Research Reports: PHTTX

View More
View More

Top Mutual Funds

BPTRX Baron Partners Retail
177.94
+3.29%
 
BPTIX Baron Partners Institutional
185.95
+3.28%
 
UINQX Victory Nasdaq 100 Index Fund
47.89
+1.14%
 
CYPSX ProFunds Consumer Disctnry Ultra Sec Svc
47.73
+2.65%
 
CYPIX ProFunds Consumer Disctnry Ultra Sec Inv
60.18
+2.64%
 
ANOAX American Century Small Cap Growth A
17.94
0.00%
 
ANORX American Century Small Cap Growth R
16.91
0.00%
 
ANONX American Century Small Cap Growth I
20.33
0.00%
 
ANOGX American Century Small Cap Growth R5
20.34
0.00%
 
ANOYX American Century Small Cap Growth Y
20.80
0.00%
 
ANOHX American Century Small Cap Growth G
21.71
0.00%
 
ANOIX American Century Small Cap Growth Inv
19.32
0.00%
 
FCDAX Fidelity Stock Selector Small Cap Fund
32.07
0.00%
 
FCDIX Fidelity Stock Selector Small Cap Fund
33.50
0.00%
 
FCDTX Fidelity Stock Selector Small Cap Fund
30.50
0.00%
 
OSSIX Invesco Main Street Small Cap R6
20.61
0.00%
 
OSCAX Invesco Main Street Small Cap A
20.21
0.00%
 
UOPSX ProFunds UltraNASDAQ-100 Fund
63.47
+2.26%
 
UOPIX ProFunds UltraNASDAQ-100 Fund
92.54
+2.25%
 
MNSQX Invesco Main Street Small Cap R5
20.42
0.00%
 
RYVYX Rydex NASDAQ-100 2x Strategy H
445.02
+2.22%
 
RYVLX Rydex NASDAQ-100 2x Strategy A
445.16
+2.22%
 
RYCCX Rydex NASDAQ-100 2x Strategy C
312.31
+2.22%
 
HULEX Huber Select Large Cap Value Instl
31.25
0.00%
 
HULIX Huber Select Large Cap Value Inv
31.28
0.00%
 
TQSIX T. Rowe Price Integrated US SMCC Eq I
20.98
0.00%
 
SIVIX State Street Instl Small-Cap Equity Inv
15.27
0.00%
 
NOSIX Northern Stock Index
56.03
+0.74%
 
FSMDX Fidelity Mid Cap Index
31.98
0.00%
 
WESCX TETON Westwood SmallCap Equity AAA
19.23
0.00%
 
WWSAX TETON Westwood SmallCap Equity A
17.99
0.00%
 
WWSIX TETON Westwood SmallCap Equity I
20.14
0.00%
 
FELIX Fidelity Advisor Semiconductors I
73.92
+1.92%
 
FELTX Fidelity Advisor Semiconductors M
62.84
+1.91%
 
FIKGX Fidelity Advisor Semiconductors Z
74.18
+1.91%
 
FELAX Fidelity Advisor Semiconductors A
67.82
+1.91%
 
FSELX Fidelity Select Semiconductors
26.18
+1.91%
 
FELCX Fidelity Advisor Semiconductors C
52.91
+1.91%
 
GOODX GoodHaven
47.52
0.00%
 
UPDDX Upright Growth & Income
16.40
+1.86%
 
TNVRX 1290 GAMCO Small/Mid Cap Value R
15.31
0.00%
 
ALAFX Alger Focus Equity A
72.33
+1.86%
 
WSMRX William Blair Small-Mid Cap Growth R6
24.20
0.00%
 
ALZFX Alger Focus Equity Z
75.53
+1.85%
 
ALCFX Alger Focus Equity C
64.65
+1.84%
 
ALGRX Alger Focus Equity I
72.94
+1.84%
 
ALGYX Alger Focus Equity Y
75.83
+1.84%
 
TNVIX 1290 GAMCO Small/Mid Cap Value I
15.50
0.00%
 
INPIX ProFunds Internet UltraSector Inv
49.48
+1.83%
 
FTZFX FullerThaler Behvrll Uncnstd Eq R6
48.52
0.00%
 
INPSX ProFunds Internet UltraSector Svc
31.39
+1.82%
 
BIOPX Baron Opportunity Fund
42.62
+1.79%
 
BIOIX Baron Opportunity Fund
45.67
+1.78%
 
BIOUX Baron Opportunity Fund
45.72
+1.78%
 
GVMCX Government Street Opportunities
42.82
0.00%
 
MCMVX Monongahela All Cap Value Fund
18.19
0.00%
 
GSXAX abrdn US Small Cap Equity A
33.56
0.00%
 
VYCGX Voya Corporate Leaders 100 R6
23.65
+0.30%
 
GNSRX abrdn US Small Cap Equity R
28.35
0.00%
 
GSCIX abrdn US Small Cap Equity Inst
37.83
0.00%
 
GSXCX abrdn US Small Cap Equity C
24.24
0.00%
 
VYCBX Voya Corporate Leaders 100 C
23.46
+0.30%
 
VYCAX Voya Corporate Leaders 100 A
23.58
+0.30%
 
NWHQX Nationwide Bailard Tech & Sci M
27.74
+1.69%
 
VYCCX Voya Corporate Leaders 100 I
23.63
+0.30%
 
NWHUX Nationwide Bailard Tech & Sci Instl Svc
27.40
+1.67%
 
VYCFX Voya Corporate Leaders 100 R
23.32
+0.30%
 
NWHTX Nationwide Bailard Tech & Sci R6
27.59
+1.66%
 
RYELX Rydex Electronics A
316.90
+1.65%
 
RYSIX Rydex Electronics Inv
349.94
+1.65%
 
RYSAX Rydex Electronics H
306.86
+1.65%
 
FTRNX Fidelity Trend
156.30
+1.65%
 
FSPTX Fidelity Select Technology
30.95
+1.64%
 
NWHOX Nationwide Bailard Tech & Sci A
24.21
+1.64%
 
AULDX American Century Ultra R6
90.02
+1.64%
 
AULYX American Century Ultra Y
90.15
+1.63%
 
TWUIX American Century Ultra Fund
88.91
+1.63%
 
TWCUX American Century Ultra Fund
83.36
+1.63%
 
AULGX American Century Ultra R5
88.99
+1.63%
 
AULNX American Century Ultra G
93.56
+1.63%
 
NWADX Nationwide Loomis All Cap Gr Eagle
17.51
+1.63%
 
PGKZX Prudential Investment Portfolios 12 - PGIM Jennison Technology Fund
23.79
+1.62%
 
NWZNX Nationwide Loomis All Cap Gr Instl Svc
17.55
+1.62%
 
NWZLX Nationwide Loomis All Cap Gr A
16.94
+1.62%
 
TWUAX American Century Ultra Fund
76.56
+1.62%
 
PGKRX PGIM Jennison Technology R6
23.85
+1.62%
 
FTHCX Fidelity Advisor Technology C
72.85
+1.62%
 
FIKHX Fidelity Advisor Technology Z
117.54
+1.62%
 
NWZMX Nationwide Loomis All Cap Gr R6
17.62
+1.61%
 
PGKCX PGIM Jennison Technology C
22.07
+1.61%
 
FATEX Fidelity Advisor Technology Fund
92.73
+1.61%
 
PGKAX PGIM Jennison Technology A
23.35
+1.61%
 
FATIX Fidelity Advisor Technology Fund
117.54
+1.61%
 
FADTX Fidelity Advisor Technology A
103.08
+1.61%
 
TSNIX T. Rowe Price Science & Tech I
43.72
+1.60%
 
SPFZX PGIM Jennison Focused Growth Z
27.44
+1.59%
 
LGRCX Loomis Sayles Growth Fund
19.64
+1.55%
 
PSGQX PGIM Jennison Focused Growth R6
27.53
+1.55%
 
SPFAX PGIM Jennison Focused Growth A
24.31
+1.55%
 
LSGRX Loomis Sayles Growth Y
27.00
+1.54%