Nasdaq - Delayed Quote • USD
Principal LifeTime Hybrid 2060 Fund (PHJGX)
At close: 8:05 AM EDT
Investment Information
- Min Initial Investment
- 1,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- 1
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- JPMorgan
- Vanguard
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- Fidelity Retail FundsNetwork
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- CommonWealth Core
- Raymond James
- Raymond James WRAP Eligible
- Commonwealth Universe
- Fidelity Advisor 401(k) I Shares
- ADP Access
- Mid Atlantic Capital Group
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- Securities America Inc.
- Vanguard TF
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
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 2060. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | Principal Funds |
| Net Assets | 114.6M |
| YTD Return | 8.43% |
| Yield | 1.53% |
| Morningstar Rating | |
| Inception Date | Mar 01, 2018 |
Performance & Risk
| YTD Return | 4.82% |
| 5y Average Return | 9.12% |
| Rank in Category (ytd) | 14 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.32 |
| Morningstar Risk Rating |
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