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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?

The investment seeks a total return consisting of long-term growth of capital and current income... Show more

#MovingAverage#Momentum#MACD#Pattern#RSI#Stochastic#Aroon#Bollinger

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
0.60
Min. Initial Investment
1000.00
Fund Existence
over 7 years
Turnover
16.80
Front Load
N/A
Net Assets
343099600.00
Manager Tenure
N/A

Fundamentals

PHJBX
Net Assets
343M
Fund Existence
over 7 years
Turnover
16.80
Total Expense Ratio
0.60
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
0.60
Assets in Top Ten Holdings
214M
Average Credit Quality
12
Average Effective Duration
4.07
Average Effective Maturity
5.69
Fund of Funds
Yes
Fund Share Class Net Assets
137M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
4.21
No Load Fund
No
Number of Long Holdings
9.00
Number of Net Holdings
10.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.33
Weighting Top Ten Holdings
100.01%
Gain YTD
7.688
Annual Yield % from dividends
1.68
Returns for 1 year
11.36
Returns for 3 years
36.23
Returns for 5 years
59.41
Returns for 10 years
N/A
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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