PHJFX holdings — Principal LifeTime Hybrid Income Fund
Principal LifeTime Hybrid Income Fund (PHJFX) held 12 positions with net assets of $737M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 98.9% of the fund, led by PNIIX, PLFIX, PSHIX.
PHJFX top holdings
- PNIIX Bond Market Index Fund — 34.16% ($252M)
- PLFIX LargeCap S&P 500 Index Fund — 19.02% ($140M)
- PSHIX Short-Term Income Fund — 16.78% ($124M)
- PIIDX International Equity Fund — 8.90% ($65.6M)
- PHYFX High Yield Fund — 6.47% ($47.6M)
- PIPIX Inflation Protection Fund — 5.70% ($42.0M)
- PIIMX Global Emerging Markets Fund — 2.43% ($17.9M)
- PFRSX Real Estate Securities Fund — 1.89% ($13.9M)
- PSPIX SmallCap S&P 600 Index Fund — 1.82% ($13.4M)
- PMAPX MidCap S&P 400 Index Fund — 1.70% ($12.6M)
- PDARX Diversified Real Asset Fund — 0.70% ($5.15M)
- PFISX International Small Company Fund — 0.34% ($2.49M)
What are PHJFX's top 10 holdings?
PNIIX (34.2%), PLFIX (19.0%), PSHIX (16.8%), PIIDX (8.9%), PHYFX (6.5%), PIPIX (5.7%), PIIMX (2.4%), PFRSX (1.9%), PSPIX (1.8%), PMAPX (1.7%).
How many stocks are in PHJFX?
Principal LifeTime Hybrid Income Fund reported 12 holdings as of July 31, 2026.
Share classes: PHJFX, PHTFX, PLTYX