Principal LifeTime Hybrid 2055 FundPHJBX
Type
Mutual fund
Peer group
Target-date
Net assets
$457.1M
Expense ratio
0.57%
1-year return
+29.4%
3 years, a year
+17.9%
5 years, a year
+9.2%
Holdings
9
What it aims to do.
The Fund seeks a total return consisting of long-term growth of capital and current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| LargeCap S&P 500 Index Fund | 51.79% |
| International Equity Fund | 25.21% |
| Global Emerging Markets Fund | 6.89% |
| SmallCap S&P 600 Index Fund | 4.85% |
| MidCap S&P 400 Index Fund | 4.67% |
| Real Estate Securities Fund | 2.50% |
| Bond Market Index Fund | 2.14% |
| International Small Company Fund | 1.27% |
| High Yield Fund | 0.70% |
More on PHJBX.
- PHJBX overview
- PHJBX holdings
- PHJBX risk
- PHJBX costs
- PHJBX money in and out
- PHJBX share classes
- Compare PHJBX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.