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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2050 Instl (PHTUX)

15.45
+0.05
+(0.32%)
At close: April 25 at 8:01:58 PM EDT
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  • Previous Close 15.40
  • YTD Return -1.51%
  • Expense Ratio 0.38%
  • Category Target-Date 2050
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 455.9M
  • Beta (5Y Monthly) 1.28
  • Yield 1.93%
  • 5y Average Return --
  • Holdings Turnover 18.10%
  • Last Dividend 0.31
  • 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 2050. 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 2050

Fund Category

455.9M

Net Assets

2018-03-01

Inception Date

More about Principal LifeTime Hybrid 2050 Instl

Performance Overview: PHTUX

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Trailing returns as of 4/24/2025. Category is Target-Date 2050.

YTD Return

PHTUX
1.51%
Category
11.99%
 

1-Year Return

PHTUX
5.14%
Category
37.09%
 

3-Year Return

PHTUX
6.08%
Category
13.69%
 

5-Year Return

PHTUX
14.00%
Category
13.58%
 

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Holdings: PHTUX

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Sector Weightings

SectorPHTUX
Technology   23.78%
Financial Services   16.44%
Consumer Cyclical   11.32%
Healthcare   10.52%
Industrials   9.92%
Communication Services   9.22%
Consumer Defensive   5.53%
Real Estate   4.74%
Energy   3.50%
Basic Materials   2.95%
Utilities   2.08%
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Recent News: PHTUX

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Research Reports: PHTUX

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