Principal Lifetime Hybrid Fund Quote

PHTNX Fund  USD 13.44  0.06  0.44%   

Performance

4 of 100

 
Weak
 
Strong
Insignificant

Odds Of Distress

Less than 21

 
High
 
Low
Low
Principal Lifetime is trading at 13.44 as of the 2nd of February 2025; that is 0.44 percent down since the beginning of the trading day. The fund's open price was 13.5. Principal Lifetime has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of January 2025 and ending today, the 2nd of February 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 2030. Principal Funds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime Hybrid

Moving together with Principal Mutual Fund

  0.82SABPX Strategic Asset ManaPairCorr
  0.83SACAX Strategic Asset ManaPairCorr
  0.82SAGPX Strategic Asset ManaPairCorr
  0.97PFIJX Strategic Asset ManaPairCorr
  0.85PFIEX International EquityPairCorr
  0.98PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2030 Funds, Target-Date 2030, Principal Funds, Large Blend, Target-Date 2030 (View all Sectors)
Update Date31st of December 2024
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Lifetime Hybrid [PHTNX] is traded in USA and was established 2nd of February 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2030 category and is part of Principal Funds family. This fund at this time has accumulated 634.67 M in assets with no minimum investment requirementsPrincipal Lifetime Hybrid is currently producing year-to-date (YTD) return of 2.21% with the current yeild of 0.03%, while the total return for the last 3 years was 4.12%.
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
PGBLXGlobal Diversified IncomeMutual FundMultisector Bond
PIIIXDiversified International FundMutual FundForeign Large Blend
PIPIXInflation Protection FundMutual FundInflation-Protected Bond
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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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