Principal Lifetime Hybrid Fund Quote

PHJJX Fund  USD 13.96  0.36  2.51%   

Performance

0 of 100

 
Weak
 
Strong
Very Weak

Odds Of Distress

Less than 23

 
High
 
Low
Low
Principal Lifetime is trading at 13.96 as of the 2nd of January 2025; that is 2.51 percent decrease since the beginning of the trading day. The fund's open price was 14.32. Principal Lifetime has about a 23 % 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 3rd of December 2024 and ending today, the 2nd of January 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 2035. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. More on Principal Lifetime Hybrid

Moving together with Principal Mutual Fund

  0.88SABPX Strategic Asset ManaPairCorr
  0.88SACAX Strategic Asset ManaPairCorr
  0.88SAGPX Strategic Asset ManaPairCorr
  0.92PFIJX Strategic Asset ManaPairCorr
  0.93PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2035 Funds, Target-Date 2035, Principal Funds (View all Sectors)
Update Date31st of December 2024
Principal Lifetime Hybrid [PHJJX] is traded in USA and was established 2nd of January 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2035 category and is part of Principal Funds family. This fund at this time has accumulated 173.66 M in assets with minimum initial investment of 1 K. Principal Lifetime Hybrid is currently producing year-to-date (YTD) return of 12.34% with the current yeild of 0.02%, while the total return for the last 3 years was 2.52%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Principal Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Principal Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Principal Lifetime Hybrid Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Principal Lifetime Hybrid Mutual Fund Constituents

PIIMXInternational Emerging MarketsMutual FundDiversified Emerging Mkts
PDIFXReal Estate DebtMutual FundForeign Large Blend
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PFRSXReal Estate SecuritiesMutual FundReal Estate
PIIIXDiversified International FundMutual FundForeign Large Blend
PLFIXLargecap Sp 500Mutual FundLarge Blend
PMAPXMidcap Sp 400Mutual FundMid-Cap Blend
PNIIXBond Market IndexMutual FundIntermediate Core Bond
More Details

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.
Odds Of Bankruptcy
Get analysis of equity chance of financial distress in the next 2 years
Portfolio Analyzer
Portfolio analysis module that provides access to portfolio diagnostics and optimization engine
Equity Valuation
Check real value of public entities based on technical and fundamental data