Principal LifeTime Hybrid 2040 Fund Class J (PHJEX)
NASDAQ · Mutual Fund · Delayed Price · Currency is USD
17.26
-0.09 (-0.52%)
At close: May 19, 2026
PHJEX Holdings Information
PHJEX is a mutual fund with a total of 10 individual holdings.
Total Holdings
10
Top 10 Percentage
100.00%
Asset Class
n/a
Fund Category
Target-Date 2040
Assets
1.15B
Forward PE Ratio
17.10
Breakdown by Sector
Top 25 Holdings
| No. | Symbol | Name | % Weight |
|---|---|---|---|
| 1 | PLFIX | Principal LargeCap S&P 500 Index Fund Institutional Class | 40.26% |
| 2 | PIIDX | Principal International Equity Fund R-6 Class | 21.04% |
| 3 | PNIIX | Principal Bond Market Index Institutional Class | 19.18% |
| 4 | PIIMX | Principal Global Emerging Markets Fund Class R6 | 5.28% |
| 5 | PSPIX | Principal SmallCap S&P 600 Index Fund Class R6 | 3.77% |
| 6 | PMAPX | Principal MidCap S&P 400 Index Fund Class R6 | 3.72% |
| 7 | PHYFX | Principal High Yield Fund Class R-6 | 3.25% |
| 8 | PFRSX | Principal Real Estate Securities Fund Class R6 | 2.47% |
| 9 | PFISX | Principal International Small Company Fund R6 | 1.02% |
| 10 | n/a | CASH & RECEIVABLES | 0.01% |
As of Mar 31, 2026