PHJEX holdings — Principal LifeTime Hybrid 2040 Fund

Principal LifeTime Hybrid 2040 Fund (PHJEX) held 9 positions with net assets of $1.60B as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 100.0% of the fund, led by PLFIX, PNIIX, PIIDX.

PHJEX top holdings

1. PLFIX LargeCap S&P 500 Index Fund — 41.26% ($662M)
2. PNIIX Bond Market Index Fund — 19.84% ($318M)
3. PIIDX International Equity Fund — 19.34% ($310M)
4. PIIMX Global Emerging Markets Fund — 5.27% ($84.6M)
5. PSPIX SmallCap S&P 600 Index Fund — 3.96% ($63.6M)
6. PMAPX MidCap S&P 400 Index Fund — 3.67% ($58.8M)
7. PHYFX High Yield Fund — 3.37% ($54.1M)
8. PFRSX Real Estate Securities Fund — 2.54% ($40.7M)
9. PFISX International Small Company Fund — 0.74% ($11.8M)

What are PHJEX's top 10 holdings?

PLFIX (41.3%), PNIIX (19.8%), PIIDX (19.3%), PIIMX (5.3%), PSPIX (4.0%), PMAPX (3.7%), PHYFX (3.4%), PFRSX (2.5%), PFISX (0.7%).

How many stocks are in PHJEX?

Principal LifeTime Hybrid 2040 Fund reported 9 holdings as of July 31, 2026.

Share classes: PHJEX, PLMTX, PLTQX

All ETF and mutual fund holdings