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PHJBX
Mutual Fund ticker: NASDAQ
AS OF
Jun 30 closing price
Price
$17.57
Change
+$0.06 (+0.34%)
Net Assets
343.1M

PHJBX Principal LifeTime Hybrid 2055 J Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Industry description

The investment seeks a total return consisting of long-term growth of capital and current income. The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2055. It is a fund of funds and invests in underlying funds of Principal Exchange-Traded Funds (“PETF”) and Principal Funds, Inc. (“PFI”), with a majority of the fund’s assets invested in index funds.
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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
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PHJBX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, PHJBX has been closely correlated with JFFPX. These tickers have moved in lockstep 99% of the time. This A.I.-generated data suggests there is a high statistical probability that if PHJBX jumps, then JFFPX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To PHJBX
1D Price
Change %
PHJBX100%
+0.52%
JFFPX - PHJBX
99%
Closely correlated
+0.55%
FTYPX - PHJBX
99%
Closely correlated
+0.43%
FFLDX - PHJBX
99%
Closely correlated
+0.39%
RRTVX - PHJBX
97%
Closely correlated
+0.48%
RCMTX - PHJBX
89%
Closely correlated
+0.46%
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