PHJTX holdings — Principal LifeTime Hybrid 2020 Fund
Principal LifeTime Hybrid 2020 Fund (PHJTX) held 12 positions with net assets of $739M as of July 31, 2026, according to its Form N-PORT report to the SEC. Its top 10 holdings make up 98.8% of the fund, led by PNIIX, PLFIX, PSHIX.
PHJTX top holdings
- PNIIX Bond Market Index Fund — 32.59% ($241M)
- PLFIX LargeCap S&P 500 Index Fund — 21.85% ($162M)
- PSHIX Short-Term Income Fund — 14.24% ($105M)
- PIIDX International Equity Fund — 10.24% ($75.7M)
- PHYFX High Yield Fund — 5.98% ($44.2M)
- PIPIX Inflation Protection Fund — 5.24% ($38.8M)
- PIIMX Global Emerging Markets Fund — 2.79% ($20.6M)
- PSPIX SmallCap S&P 600 Index Fund — 2.08% ($15.4M)
- PMAPX MidCap S&P 400 Index Fund — 1.95% ($14.4M)
- PFRSX Real Estate Securities Fund — 1.88% ($13.9M)
- PDARX Diversified Real Asset Fund — 0.69% ($5.11M)
- PFISX International Small Company Fund — 0.39% ($2.88M)
What are PHJTX's top 10 holdings?
PNIIX (32.6%), PLFIX (21.9%), PSHIX (14.2%), PIIDX (10.2%), PHYFX (6.0%), PIPIX (5.2%), PIIMX (2.8%), PSPIX (2.1%), PMAPX (1.9%), PFRSX (1.9%).
How many stocks are in PHJTX?
Principal LifeTime Hybrid 2020 Fund reported 12 holdings as of July 31, 2026.
Share classes: PHJTX, PHTTX, PLTTX