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PHJBX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal LifeTime Hybrid 2055 J (PHJBX) Ownership - Who owns Principal LifeTime Hybrid 2055 J?

Profile

Category
Target-Date 2055
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
N/A
Min. Initial Investment
1000.00
Fund Existence
over 6 years
Turnover
7.30
Front Load
N/A
Net Assets
275929200.00
Manager Tenure
N/A

Fundamentals

PHJBX
Net Assets
276M
Fund Existence
over 6 years
Turnover
7.30
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2055
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
214M
Average Credit Quality
N/A
Average Effective Duration
4.48
Average Effective Maturity
6.24
Fund of Funds
No
Fund Share Class Net Assets
109M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
4.66
No Load Fund
No
Number of Long Holdings
9.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
16.011
Annual Yield % from dividends
1.52
Returns for 1 year
23.11
Returns for 3 years
1.20
Returns for 5 years
40.95
Returns for 10 years
N/A
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A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2055
Address
Principal Financial Group711 High StreetDes Moines
Phone
(800) 986-3343
Web
www.principalfunds.com