Principal LifeTime Hybrid 2065 FundPHJDX
Type
Mutual fund
Peer group
Target-date
Net assets
$102.4M
Expense ratio
0.61%
1-year return
+29.4%
3 years, a year
+17.8%
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 | 51.78% |
| International Equity Fund | 25.20% |
| Global Emerging Markets Fund | 6.88% |
| 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 | 2.16% |
| International Small Company Fund | 1.27% |
| High Yield Fund | 0.71% |
More on PHJDX.
- PHJDX overview
- PHJDX holdings
- PHJDX risk
- PHJDX costs
- PHJDX money in and out
- PHJDX share classes
- Compare PHJDX 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.