Principal LifeTime Hybrid 2035 Fund Institutional Class
PHTJX
NASDAQ
| Weiss Ratings | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (11), Scott W. Smith (8), Todd A. Jablonski (0), 2 others | |||
| Website | -- | |||
| Fund Information | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.53% | |||
| Dividend | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.74% | |||
| Asset Allocation | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.50% | |||
| Stock | 66.73% | |||
| U.S. Stock | 44.67% | |||
| Non-U.S. Stock | 22.06% | |||
| Bond | 32.70% | |||
| U.S. Bond | 29.95% | |||
| Non-U.S. Bond | 2.75% | |||
| Preferred | 0.05% | |||
| Convertible | 0.00% | |||
| Other Net | 0.02% | |||
| Price History | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.64% | |||
| 30-Day Total Return | -2.15% | |||
| 60-Day Total Return | -2.58% | |||
| 90-Day Total Return | -1.08% | |||
| Year to Date Total Return | -0.51% | |||
| 1-Year Total Return | 17.56% | |||
| 2-Year Total Return | 22.32% | |||
| 3-Year Total Return | 41.25% | |||
| 5-Year Total Return | 35.63% | |||
| Price | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 |
Click to Compare |
Click to Compare |
| Nav | $15.44 | |||
| 1-Month Low NAV | $15.04 | |||
| 1-Month High NAV | $15.86 | |||
| 52-Week Low NAV | $12.91 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $16.28 | |||
| 52-Week High Price (Date) | Dec 11, 2025 | |||
| Beta / Standard Deviation | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.04 | |||
| Standard Deviation | 8.83 | |||
| Balance Sheet | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.09B | |||
| Operating Ratios | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.32% | |||
| Turnover Ratio | 28.30% | |||
| Performance | PHTJX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.18% | |||
| Last Bear Market Total Return | -12.95% | |||