Principal LifeTime Hybrid 2035 Fund Institutional Class
PHTJX
NASDAQ
| Weiss Ratings | PHTJX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PHTJX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (11), Scott W. Smith (9), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PHTJX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime Hybrid 2035 Fund Institutional Class | |||
| Category | Target-Date 2035 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 30, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PHTJX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.41% | |||
| Dividend | PHTJX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.79% | |||
| Asset Allocation | PHTJX-NASDAQ | Click to Compare |
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| Cash | 0.47% | |||
| Stock | 65.68% | |||
| U.S. Stock | 45.55% | |||
| Non-U.S. Stock | 20.13% | |||
| Bond | 33.75% | |||
| U.S. Bond | 30.96% | |||
| Non-U.S. Bond | 2.79% | |||
| Preferred | 0.07% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PHTJX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.41% | |||
| 30-Day Total Return | -1.30% | |||
| 60-Day Total Return | 1.09% | |||
| 90-Day Total Return | -0.17% | |||
| Year to Date Total Return | 7.47% | |||
| 1-Year Total Return | 10.31% | |||
| 2-Year Total Return | 22.71% | |||
| 3-Year Total Return | 48.71% | |||
| 5-Year Total Return | 38.58% | |||
| Price | PHTJX-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 | PHTJX-NASDAQ | Click to Compare |
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| Nav | $16.68 | |||
| 1-Month Low NAV | $16.57 | |||
| 1-Month High NAV | $16.96 | |||
| 52-Week Low NAV | $15.04 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $17.01 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PHTJX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 9.36 | |||
| Balance Sheet | PHTJX-NASDAQ | Click to Compare |
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| Total Assets | 1.27B | |||
| Operating Ratios | PHTJX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.32% | |||
| Turnover Ratio | 28.30% | |||
| Performance | PHTJX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 19.95% | |||
| Last Bear Market Total Return | -12.95% | |||