Principal LifeTime Hybrid 2020 Fund Class J
PHJTX
NASDAQ
| Weiss Ratings | PHJTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | PHJTX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (11), Scott W. Smith (8), Todd A. Jablonski (0), 2 others | |||
| Website | -- | |||
| Fund Information | PHJTX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime Hybrid 2020 Fund Class J | |||
| Category | Target-Date 2020 | |||
| 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 | PHJTX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.99% | |||
| Dividend | PHJTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.76% | |||
| Asset Allocation | PHJTX-NASDAQ | Click to Compare |
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| Cash | -0.02% | |||
| Stock | 42.87% | |||
| U.S. Stock | 28.69% | |||
| Non-U.S. Stock | 14.18% | |||
| Bond | 57.05% | |||
| U.S. Bond | 52.16% | |||
| Non-U.S. Bond | 4.89% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 0.04% | |||
| Price History | PHJTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.31% | |||
| 30-Day Total Return | -1.59% | |||
| 60-Day Total Return | -1.59% | |||
| 90-Day Total Return | -0.48% | |||
| Year to Date Total Return | -0.08% | |||
| 1-Year Total Return | 12.36% | |||
| 2-Year Total Return | 17.43% | |||
| 3-Year Total Return | 29.44% | |||
| 5-Year Total Return | 23.75% | |||
| Price | PHJTX-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 | PHJTX-NASDAQ | Click to Compare |
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| Nav | $12.32 | |||
| 1-Month Low NAV | $12.09 | |||
| 1-Month High NAV | $12.56 | |||
| 52-Week Low NAV | $11.14 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.09 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PHJTX-NASDAQ | Click to Compare |
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| Beta | 1.02 | |||
| Standard Deviation | 6.66 | |||
| Balance Sheet | PHJTX-NASDAQ | Click to Compare |
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| Total Assets | 624.96M | |||
| Operating Ratios | PHJTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.46% | |||
| Turnover Ratio | 28.10% | |||
| Performance | PHJTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.41% | |||
| Last Bear Market Total Return | -9.76% | |||