Principal LifeTime Hybrid 2055 J (PHJBX)

Fund Assets	380.38M
Expense Ratio	0.57%
Min. Investment	$1,000
Turnover	16.80%
Dividend (ttm)	0.83
Dividend Yield	3.95%
Dividend Growth	69.30%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	21.04
YTD Return	13.06%
1-Year Return	20.53%
5-Year Return	60.05%
52-Week Low	17.77
52-Week High	21.20
Beta (5Y)	0.94
Holdings	10
Inception Date	Mar 1, 2018

About PHJBX

Principal LifeTime Hybrid 2055 Fund Class J is a target date mutual fund designed for individuals planning to retire around the year 2055. Its primary purpose is to provide a diversified investment solution that seeks a total return through long-term capital growth and current income. The fund achieves this by allocating assets among a mix of underlying Principal Exchange-Traded Funds (ETFs) and Principal Funds, Inc. mutual funds, primarily through index funds. The allocation strategy automatically adjusts over time, becoming increasingly conservative as the target date approaches, which helps manage risk for investors nearing retirement. Initially, the fund emphasizes growth assets like equities and then gradually increases exposure to more conservative investments such as bonds as the retirement date nears. This glide path extends about ten years beyond the target date, acknowledging that withdrawals often occur gradually through retirement. The Principal LifeTime Hybrid 2055 Fund Class J plays a significant role in retirement planning, offering a hands-off, age-appropriate investment approach for long-term investors, particularly within employer-sponsored retirement plans and individual retirement accounts. The fund is managed by Principal Global Investors and is not guaranteed in value at any time, including the target date.

• Fund Family: Principal Funds
• Category: Target-Date 2055
• Performance Rating: Average
• Risk Rating: Above Average
• Stock Exchange: NASDAQ
• Ticker Symbol: PHJBX
• Share Class: Class J
• Index: S&P Target Date 2055 TR

Performance

PHJBX had a total return of 20.53% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.15%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLHTX	R-6	0.33%
PLTNX	Institutional Class	0.36%

Top Holdings

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	52.71%
Principal International Equity R-6	PIIDX	24.23%
Principal Glb Emerging Markets R6	PIIMX	7.13%
Principal SmallCap S&P 600 Index R6	PSPIX	5.13%
Principal MidCap S&P 400 Index R6	PMAPX	4.84%
Principal Real Estate Securities Fd R6	PFRSX	2.43%
Principal Bond Market Index Institutional Class	PNIIX	1.95%
Principal International Small Company R6	PFISX	0.95%
Principal High Yield R-6	PHYFX	0.64%
CASH & RECEIVABLES	n/a	-0.01%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3444	Dec 31, 2025
Dec 18, 2025	$0.486	Dec 18, 2025
Dec 31, 2024	$0.2861	Dec 31, 2024
Dec 19, 2024	$0.2044	Dec 19, 2024
Dec 29, 2023	$0.2407	Dec 29, 2023
Dec 20, 2023	$0.1482	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 27, 2026

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