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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2045 Instl (PHTYX)

15.04
+0.05
+(0.33%)
At close: 8:06:59 AM EDT
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  • Previous Close 14.99
  • YTD Return -1.23%
  • Expense Ratio 0.37%
  • Category Target-Date 2045
  • Last Cap Gain 16.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 511.05M
  • Beta (5Y Monthly) 1.24
  • Yield 2.08%
  • 5y Average Return --
  • Holdings Turnover 20.20%
  • Last Dividend 0.32
  • 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 2045. 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 2045

Fund Category

511.05M

Net Assets

2018-03-01

Inception Date

More about Principal LifeTime Hybrid 2045 Instl

Performance Overview: PHTYX

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Trailing returns as of 4/24/2025. Category is Target-Date 2045.

YTD Return

PHTYX
1.23%
Category
11.62%
 

1-Year Return

PHTYX
5.12%
Category
36.05%
 

3-Year Return

PHTYX
5.67%
Category
13.52%
 

5-Year Return

PHTYX
13.32%
Category
13.44%
 

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Holdings: PHTYX

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Sector Weightings

SectorPHTYX
Technology   23.73%
Financial Services   16.40%
Consumer Cyclical   11.29%
Healthcare   10.50%
Industrials   9.89%
Communication Services   9.20%
Consumer Defensive   5.52%
Real Estate   4.95%
Energy   3.49%
Basic Materials   2.95%
Utilities   2.08%
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Recent News: PHTYX

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Research Reports: PHTYX

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