Principal LifeTime Hybrid 2055 Fund Class J
PHJBX
NASDAQ
| Weiss Ratings | PHJBX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PHJBX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (11), Randy L. Welch (11), Scott W. Smith (8), 3 others | |||
| Website | -- | |||
| Fund Information | PHJBX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime Hybrid 2055 Fund Class J | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 01, 2018 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000.00 | |||
| Minimum Subsequent Investment | 100.00 | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | PHJBX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.50% | |||
| Dividend | PHJBX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | PHJBX-NASDAQ | Click to Compare |
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| Cash | 0.40% | |||
| Stock | 95.97% | |||
| U.S. Stock | 68.67% | |||
| Non-U.S. Stock | 27.30% | |||
| Bond | 3.59% | |||
| U.S. Bond | 3.25% | |||
| Non-U.S. Bond | 0.34% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | PHJBX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.38% | |||
| 30-Day Total Return | 3.94% | |||
| 60-Day Total Return | 8.20% | |||
| 90-Day Total Return | 6.98% | |||
| Year to Date Total Return | 16.78% | |||
| 1-Year Total Return | 16.10% | |||
| 2-Year Total Return | 50.84% | |||
| 3-Year Total Return | 76.16% | |||
| 5-Year Total Return | 79.14% | |||
| Price | PHJBX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PHJBX-NASDAQ | Click to Compare |
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| Nav | $18.99 | |||
| 1-Month Low NAV | $18.15 | |||
| 1-Month High NAV | $18.99 | |||
| 52-Week Low NAV | $14.25 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.99 | |||
| 52-Week High Price (Date) | Oct 01, 2025 | |||
| Beta / Standard Deviation | PHJBX-NASDAQ | Click to Compare |
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| Beta | 1.08 | |||
| Standard Deviation | 12.92 | |||
| Balance Sheet | PHJBX-NASDAQ | Click to Compare |
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| Total Assets | 380.38M | |||
| Operating Ratios | PHJBX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.60% | |||
| Turnover Ratio | 16.80% | |||
| Performance | PHJBX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.36% | |||
| Last Bear Market Total Return | -15.41% | |||