Principal LifeTime Hybrid 2065 Fund (PHJDX) is an MF managed by Independent / Boutique. Its largest position is LARGECAP S&P 500 INDEX FUND (PLFIX), representing 51.78% of fund assets.
Principal LifeTime Hybrid 2065 Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHJDX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
LARGECAP S&P 500 INDEX FUND
|
51.78% | $53,026,307.59 | 1,550,477 |
|
-
INTERNATIONAL EQUITY FUND
|
25.20% | $25,808,109.42 | 1,516,340 |
|
-
GLOBAL EMERGING MARKETS FUND
|
6.88% | $7,049,910.83 | 178,388 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
4.85% | $4,966,664.85 | 176,939 |
|
-
MIDCAP S&P 400 INDEX FUND
|
4.67% | $4,781,071.17 | 200,380 |
|
-
REAL ESTATE SECURITIES FUND
|
2.50% | $2,558,744.75 | 82,487 |
|
-
BOND MARKET INDEX FUND
|
2.16% | $2,207,875.91 | 258,231 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
1.27% | $1,296,453.31 | 99,574 |
|
-
HIGH YIELD FUND
|
0.71% | $722,474.73 | 108,971 |
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