Principal LifeTime Hybrid 2035 FundPHTJX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.2B
Expense ratio
0.32%
1-year return
+21.2%
3 years, a year
+13.8%
5 years, a year
+6.8%
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 | 34.90% |
| Bond Market Index Fund | 29.36% |
| International Equity Fund | 17.03% |
| Global Emerging Markets Fund | 4.66% |
| High Yield Fund | 4.23% |
| SmallCap S&P 600 Index Fund | 3.29% |
| MidCap S&P 400 Index Fund | 3.14% |
| Real Estate Securities Fund | 2.54% |
| International Small Company Fund | 0.84% |
More on PHTJX.
- PHTJX overview
- PHTJX holdings
- PHTJX risk
- PHTJX costs
- PHTJX money in and out
- PHTJX share classes
- Compare PHTJX 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.