PHJYX Mutual Fund

PHJYX Mutual Fund (Principal LifeTime Hybrid 2045 Fund Class J) is managed by Principal Funds with $385.2M in net assets. PHJYX expense ratio is 0.49%, holding 10 positions across various sectors. Inception date: 2018-03-01.

PHJYX performance shows a YTD return of 8.63%. The 1-year return is 12.44% and the 5-year return is 8.57%. PHJYX dividend yield stands at 1.92%.

PHJYX top holdings include Largecap S&p 500 Index Fund (46.9%), Principal International Equity R-6 (21.9%), Principal Bond Market Index Institutional Class (10.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.5%). Go to all PHJYX holdings, PHJYX sectors, or PHJYX dividends.

PHJYX can be compared against other funds. Use PHJYX overlap to find shared positions, or PHJYX vs another fund for a side-by-side view. PHJYX alternatives are available via the screener, along with tax-loss harvesting opportunities.