Principal LifeTime Hybrid 2015 FundPHJMX
Type
Mutual fund
Peer group
Target-date
Net assets
$526.9M
Expense ratio
0.47%
1-year return
+12.9%
3 years, a year
+9.0%
5 years, a year
+4.1%
Holdings
12
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 |
|---|---|
| Bond Market Index Fund | 34.06% |
| LargeCap S&P 500 Index Fund | 18.99% |
| Short-Term Income Fund | 16.52% |
| International Equity Fund | 9.24% |
| High Yield Fund | 6.37% |
| Inflation Protection Fund | 5.70% |
| Global Emerging Markets Fund | 2.52% |
| Real Estate Securities Fund | 1.85% |
| SmallCap S&P 600 Index Fund | 1.78% |
| MidCap S&P 400 Index Fund | 1.71% |
More on PHJMX.
- PHJMX overview
- PHJMX holdings
- PHJMX risk
- PHJMX costs
- PHJMX money in and out
- PHJMX share classes
- Compare PHJMX 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.