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Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2045 Instl (PHTYX)

15.04
+0.05
+(0.33%)
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 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.

Fund Overview

Category Target-Date 2045
Fund Family Principal Funds
Net Assets 511.05M
YTD Return -1.23%
Yield 2.08%
Morningstar Rating
Inception Date Mar 01, 2018

Performance & Risk

YTD Return -2.60%
5y Average Return 11.49%
Rank in Category (ytd) 91
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.24
Morningstar Risk Rating

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