Principal LifeTime Hybrid 2045 FundPHTYX
Type
Mutual fund
Peer group
Target-date
Net assets
$745.6M
Expense ratio
0.35%
1-year return
+27.0%
3 years, a year
+16.9%
5 years, a year
+8.7%
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 | 45.93% |
| International Equity Fund | 22.39% |
| Bond Market Index Fund | 11.11% |
| Global Emerging Markets Fund | 6.16% |
| SmallCap S&P 600 Index Fund | 4.30% |
| MidCap S&P 400 Index Fund | 4.14% |
| Real Estate Securities Fund | 2.52% |
| High Yield Fund | 2.33% |
| International Small Company Fund | 1.11% |
More on PHTYX.
- PHTYX overview
- PHTYX holdings
- PHTYX risk
- PHTYX costs
- PHTYX money in and out
- PHTYX share classes
- Compare PHTYX 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.