Principal LifeTime Hybrid 2030 FundPHTNX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.6B
Expense ratio
0.33%
1-year return
+18.9%
3 years, a year
+12.4%
5 years, a year
+6.0%
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 |
|---|---|
| LargeCap S&P 500 Index Fund | 30.17% |
| Bond Market Index Fund | 28.18% |
| International Equity Fund | 14.74% |
| Short-Term Income Fund | 5.61% |
| High Yield Fund | 4.57% |
| Global Emerging Markets Fund | 4.03% |
| Inflation Protection Fund | 3.89% |
| SmallCap S&P 600 Index Fund | 2.82% |
| MidCap S&P 400 Index Fund | 2.69% |
| Real Estate Securities Fund | 1.83% |
More on PHTNX.
- PHTNX overview
- PHTNX holdings
- PHTNX risk
- PHTNX costs
- PHTNX money in and out
- PHTNX share classes
- Compare PHTNX 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.