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Principal LifeTime Hybrid 2020 Fund Class R-3 (PHWIX)

12.52
-0.18
(-1.42%)
At close: February 25 at 8:00:41 PM EST
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  • Previous Close 12.70
  • YTD Return 0.89%
  • Expense Ratio 0.92%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 391M
  • Beta (5Y Monthly) 0.85
  • Yield 3.46%
  • 5y Average Return --
  • Holdings Turnover 26.70%
  • Last Dividend 0.00
  • Inception Date Mar 1, 2019

The investment seeks a total return consisting of long-term growth of capital and current income. 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 that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2020

Fund Category

391M

Net Assets

2019-03-01

Inception Date

More about Principal LifeTime Hybrid 2020 Fund Class R-3

Performance Overview: PHWIX

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Trailing returns as of 2/25/2021. Category is Target-Date 2020.

YTD Return

PHWIX
0.89%
Category
5.78%
 

1-Year Return

PHWIX
13.83%
Category
18.91%
 

3-Year Return

PHWIX
0.00%
Category
9.48%
 

5-Year Return

PHWIX
0.00%
Category
8.82%
 

Holdings: PHWIX

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Sector Weightings

SectorPHWIX
Technology   20.32%
Financial Services   14.68%
Consumer Cyclical   12.53%
Healthcare   11.49%
Industrials   11.45%
Communication Services   8.26%
Consumer Defensive   6.57%
Basic Materials   4.70%
Real Estate   3.66%
Utilities   3.26%
Energy   3.10%
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Recent News: PHWIX

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Research Reports: PHWIX

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