Principal LifeTime Hybrid 2025 FundPHTQX
Type
Mutual fund
Peer group
Target-date
Net assets
$1.2B
Expense ratio
0.33%
1-year return
+16.5%
3 years, a year
+11.1%
5 years, a year
+5.4%
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 PHTQX.
- PHTQX overview
- PHTQX holdings
- PHTQX risk
- PHTQX costs
- PHTQX money in and out
- PHTQX share classes
- Compare PHTQX 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.