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Principal LifeTime Hybrid Income Fund (PHTFX)
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10.25 - YTD Return 0.61%
- Expense Ratio 0.37%
- Category Target-Date Retirement
- Last Cap Gain -12.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating --
- Net Assets 127.82M
- Beta (5Y Monthly) 0.73
- Yield 3.14%
- 5y Average Return --
- Holdings Turnover 20.70%
- Last Dividend 0.31
- Inception Date Mar 1, 2018
The fund 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. The fund's asset allocation is designed for investors who are approximately 10 years beyond the normal retirement age of 65.
Principal Funds
Fund Family
Target-Date Retirement
Fund Category
127.82M
Net Assets
2018-03-01
Inception Date
Performance Overview: PHTFX
Trailing returns as of 5/15/2024. Category is Target-Date Retirement.
People Also Watch
PHTTX Principal LifeTime Hybrid 2020 Fund
11.70
0.00%
PHTQX Principal LifeTime Hybrid 2025 Fund
12.62
0.00%
PHTUX Principal LifeTime Hybrid 2050 Fund
15.55
+0.13%
PHTMX Principal LifeTime Hybrid 2015 Fund
11.31
-0.09%
PLTQX Principal LifeTime Hybrid 2040 Instl
14.47
+0.14%
PHTNX Principal LifeTime Hybrid 2030 Fund
12.99
0.00%
PHTYX Principal LifeTime Hybrid 2045 Fund
15.12
+0.13%
PLTHX Principal LifeTime Hybrid 2060 Instl
16.62
+0.18%
PLTNX Principal LifeTime Hybrid 2055 Instl
16.05
+0.19%
PHTJX Principal LifeTime Hybrid 2035 Fund
13.88
0.00%
PMFPX Principal MidCap S&P 400 Index R5
25.10
+0.08%
PSSPX Principal SmallCap S&P 600 Index R5
27.89
-0.14%
PLGIX Principal LargeCap Growth I Instl
19.36
+0.05%
PLHHX Principal LifeTime Hybrid 2065 Instl
15.11
+0.13%
PPVIX Principal SmallCap Value II Instl
12.52
+0.08%
Holdings: PHTFX
Top 10 Holdings (99.12% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorPHTFX
Technology 21.78%
Financial Services 15.17%
Industrials 12.65%
Consumer Cyclical 11.70%
Healthcare 10.50%
Communication Services 6.51%
Consumer Defensive 5.58%
Energy 5.17%
Real Estate 4.17%
Basic Materials 3.95%
Utilities 2.84%
Recent News: PHTFX
Research Reports: PHTFX
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