Principal LifeTime Hybrid Income Fund (PHJFX) is an MF managed by Independent / Boutique. Its largest position is BOND MARKET INDEX FUND (PNIIX), representing 34.08% of fund assets.
Principal LifeTime Hybrid Income Fund Portfolio Holdings
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PHJFX
- Type:
- MF
- Manager:
- Independent / Boutique
- Total Assets:
- —
- Report Date:
- Apr 30, 2026
- Filing Date:
- Jun 25, 2026
| Holding | Weight | Market Value | Shares |
|---|---|---|---|
|
-
BOND MARKET INDEX FUND
|
34.08% | $70,101,350.99 | 8,198,988 |
|
-
LARGECAP S&P 500 INDEX FUND
|
18.98% | $39,043,750.17 | 1,141,630 |
|
-
SHORT-TERM INCOME FUND
|
16.53% | $33,995,211.53 | 2,809,522 |
|
-
INTERNATIONAL EQUITY FUND
|
9.24% | $19,002,832.60 | 1,116,500 |
|
-
HIGH YIELD FUND
|
6.37% | $13,111,098.21 | 1,977,541 |
|
-
INFLATION PROTECTION FUND
|
5.67% | $11,665,792.98 | 1,497,534 |
|
-
GLOBAL EMERGING MARKETS FUND
|
2.53% | $5,197,002.27 | 131,503 |
|
-
REAL ESTATE SECURITIES FUND
|
1.85% | $3,810,514.23 | 122,841 |
|
-
SMALLCAP S&P 600 INDEX FUND
|
1.78% | $3,656,287.80 | 130,256 |
|
-
MIDCAP S&P 400 INDEX FUND
|
1.71% | $3,518,073.90 | 147,447 |
|
-
DIVERSIFIED REAL ASSET FUND
|
0.72% | $1,478,106.61 | 105,655 |
|
-
INTERNATIONAL SMALL COMPANY FUND
|
0.46% | $954,602.44 | 73,318 |
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