Principal Lifetime Hybrid Fund Quote

PHTMX Fund  USD 11.95  0.01  0.08%   

Performance

Strong

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Principal Lifetime is trading at 11.95 as of the 19th of July 2025; that is 0.08 percent up since the beginning of the trading day. The fund's open price was 11.94. Principal Lifetime has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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 2015. Principal Funds is traded on NASDAQ Exchange in the United States. More on Principal Lifetime Hybrid

Moving together with Principal Mutual Fund

  0.74SABPX Strategic Asset ManaPairCorr
  0.74SACAX Strategic Asset ManaPairCorr
  0.84SAGPX Strategic Asset ManaPairCorr
  0.72PFIJX Strategic Asset ManaPairCorr
  0.95PFIEX International EquityPairCorr
  0.84PFIFX Strategic Asset ManaPairCorr

Principal Mutual Fund Highlights

Fund ConcentrationPrincipal Funds, Large Blend Funds, Target-Date 2015 Funds, Target-Date 2015, Principal Funds, Large Blend, Target-Date 2015 (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of March 2023
Fiscal Year EndOctober
Principal Lifetime Hybrid [PHTMX] is traded in USA and was established 19th of July 2025. Principal Lifetime is listed under Principal Funds category by Fama And French industry classification. The fund is listed under Target-Date 2015 category and is part of Principal Funds family. This fund at this time has accumulated 204.16 M in assets with no minimum investment requirementsPrincipal Lifetime Hybrid is currently producing year-to-date (YTD) return of 5.65% with the current yeild of 0.03%, while the total return for the last 3 years was 7.72%.
Check Principal Lifetime Probability Of Bankruptcy

Instrument Allocation

Top Principal Lifetime Hybrid Mutual Fund Constituents

PDARXDiversified Real AssetMutual FundWorld Allocation
PDIFXReal Estate DebtMutual FundForeign Large Blend
PFISXInternational Small PanyMutual FundForeign Small/Mid Blend
PGBLXGlobal Diversified IncomeMutual FundMultisector Bond
PIIIXDiversified International FundMutual FundForeign Large Blend
PIPIXInflation Protection FundMutual FundInflation-Protected Bond
PLFIXLargecap Sp 500Mutual FundLarge Blend
PMAPXMidcap Sp 400Mutual FundMid-Cap Blend
More Details

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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