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PHJMX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Principal LifeTime Hybrid 2015 J (PHJMX) Ownership - Who owns Principal LifeTime Hybrid 2015 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

Details

Group

Balanced Funds

Fundamentals

PHJMX

Net Assets

462M

Fund Existence

over 7 years

Turnover

23.80

Total Expense Ratio

0.49

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 2015

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.49

Assets in Top Ten Holdings

265M

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Yes

Fund Share Class Net Assets

412M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

N/A

No Load Fund

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

98.99%

Gain YTD

9.752

Annual Yield % from dividends

2.69

Returns for 1 year

7.74

Returns for 3 years

29.95

Returns for 5 years

18.13

Returns for 10 years

N/A

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