Principal LifeTime Hybrid 2050 FundPHJUX

MUTUAL FUNDPrincipal
Type
Mutual fund
Peer group
Target-date
Net assets
$698.3M
Expense ratio
0.52%
1-year return
+29.0%
3 years, a year
+17.8%
5 years, a year
+9.1%
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 Fund50.20%
International Equity Fund24.47%
Global Emerging Markets Fund6.71%
SmallCap S&P 600 Index Fund4.69%
MidCap S&P 400 Index Fund4.51%
Bond Market Index Fund4.47%
Real Estate Securities Fund2.51%
High Yield Fund1.23%
International Small Company Fund1.21%

More on PHJUX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.