MENU
PHJFX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

Principal LifeTime Hybrid Income J (PHJFX) Ownership - Who owns Principal LifeTime Hybrid Income J?

The investment seeks current income, and as a secondary objective, capital appreciation... Show more

Profile

Category
Target-Date Retirement
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
0.52
Min. Initial Investment
1000.00
Fund Existence
about 7 years
Turnover
24.10
Front Load
N/A
Net Assets
169469540.00
Manager Tenure
N/A

Fundamentals

PHJFX
Net Assets
169M
Fund Existence
about 7 years
Turnover
24.10
Total Expense Ratio
0.52
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 Retirement
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.52
Assets in Top Ten Holdings
123M
Average Credit Quality
11
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
118M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
13.00
Number of Net Holdings
13.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.31
Weighting Top Ten Holdings
99.11%
Gain YTD
1.075
Annual Yield % from dividends
2.92
Returns for 1 year
7.52
Returns for 3 years
10.09
Returns for 5 years
12.80
Returns for 10 years
N/A
View a ticker or compare two or three
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category

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