Principal Lifetime Hybrid Fund Quote

PHJEX Fund  USD 14.61  0.04  0.27%   

Performance

Very Weak

 
Weak
 
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Odds Of Distress

Low

 
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Low
Principal Lifetime is trading at 14.61 as of the 23rd of March 2025; that is 0.27 percent decrease since the beginning of the trading day. The fund's open price was 14.65. Principal Lifetime has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 23rd of December 2024 and ending today, the 23rd of March 2025. Click here to learn more.
The fund operates as a target date fund that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2040. Principal Funds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime Hybrid

Moving together with Principal Mutual Fund

  0.98VFORX Vanguard Target RetiPairCorr
  0.97AAGTX American Funds 2040PairCorr
  0.96CCGTX American Funds 2040PairCorr
  0.97FAUTX American Funds 2040PairCorr
  0.96FFFFX Fidelity Freedom 2040PairCorr
  0.96FHTKX Fidelity Freedom 2040PairCorr

Moving against Principal Mutual Fund

  0.63MRK Merck CompanyPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationTarget-Date 2040, Principal Funds, Large Blend, Target-Date 2040 (View all Sectors)
Update Date31st of March 2025
Principal Lifetime Hybrid [PHJEX] is traded in USA and was established 23rd of March 2025. The fund is listed under Target-Date 2040 category and is part of Principal Funds family. This fund at this time has accumulated 179.98 M in assets with minimum initial investment of 1 K. Principal Lifetime Hybrid is currently producing year-to-date (YTD) return of 0.21% with the current yeild of 0.02%, while the total return for the last 3 years was 5.72%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime Hybrid Mutual Fund Constituents

PIIMXInternational Emerging MarketsMutual FundDiversified Emerging Mkts
PDARXDiversified Real AssetMutual FundWorld Allocation
PDIFXReal Estate DebtMutual FundForeign Large Blend
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PFRSXReal Estate SecuritiesMutual FundReal Estate
PIIIXDiversified International FundMutual FundForeign Large Blend
PIPIXInflation Protection FundMutual FundInflation-Protected Bond
PLFIXLargecap Sp 500Mutual FundLarge Blend
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Principal Lifetime Hybrid Risk Profiles

Principal Lifetime Against Markets

Other Information on Investing in Principal Mutual Fund

Principal Lifetime financial ratios help investors to determine whether Principal Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Principal with respect to the benefits of owning Principal Lifetime security.
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