Principal LifeTime Hybrid 2025 FundPHJQX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.2B
Expense ratio
0.44%
1-year return
+16.4%
3 years, a year
+10.9%
5 years, a year
+5.2%
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 | 31.07% |
| LargeCap S&P 500 Index Fund | 25.44% |
| International Equity Fund | 12.43% |
| Short-Term Income Fund | 9.97% |
| High Yield Fund | 5.18% |
| Inflation Protection Fund | 4.61% |
| Global Emerging Markets Fund | 3.41% |
| SmallCap S&P 600 Index Fund | 2.40% |
| MidCap S&P 400 Index Fund | 2.28% |
| Real Estate Securities Fund | 1.84% |
More on PHJQX.
- PHJQX overview
- PHJQX holdings
- PHJQX risk
- PHJQX costs
- PHJQX money in and out
- PHJQX share classes
- Compare PHJQX 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.