Principal LifeTime Hybrid 2035 J (PHJJX)

Fund Assets	924.91M
Expense Ratio	0.449%
Min. Investment	$1,000
Turnover	21.50%
Dividend (ttm)	0.40
Dividend Yield	2.42%
Dividend Growth	18.24%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	16.40
YTD Return	6.94%
1-Year Return	9.49%
5-Year Return	38.60%
52-Week Low	14.92
52-Week High	16.87
Beta (5Y)	0.76
Holdings	9
Inception Date	Mar 1, 2018

About PHJJX

Principal LifeTime Hybrid 2035 Fund Class J is a target-date mutual fund designed to support investors aiming for retirement around the year 2035. As a fund of funds, it primarily invests in a diverse mix of underlying Principal Funds, including domestic and international equities, fixed income, and real assets. Its main purpose is to balance long-term capital growth with current income by dynamically adjusting its asset allocation over time—gradually shifting from growth-oriented assets to more conservative fixed-income holdings as the target retirement date approaches. Noteworthy features of this fund include its significant exposure to large-cap U.S. equities, core bond indices, and international markets, providing broad global diversification. The fund is managed by an experienced team and seeks to closely mirror the asset allocation strategy of the S&P Target Date 2035 Index. In the broader market context, Principal LifeTime Hybrid 2035 Fund Class J plays a crucial role for investors seeking an all-in-one retirement portfolio solution that automatically evolves its risk profile in line with participants' projected retirement timelines.

• Fund Family: Principal Funds
• Category: Target-Date 2035
• Performance Rating: Average
• Risk Rating: Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PHJJX
• Share Class: Class J
• Index: S&P Target Date 2035 TR

Performance

PHJJX had a total return of 9.49% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.50%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
PLRTX	R-6	0.29%
PHTJX	Institutional Class	0.32%

Top Holdings

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	35.70%
Principal Bond Market Index Institutional Class	PNIIX	29.38%
Principal International Equity R-6	PIIDX	16.54%
Principal Glb Emerging Markets R6	PIIMX	4.55%
Principal High Yield R-6	PHYFX	4.33%
Principal SmallCap S&P 600 Index R6	PSPIX	3.32%
Principal MidCap S&P 400 Index R6	PMAPX	3.12%
Principal Real Estate Securities Fd R6	PFRSX	2.48%
Principal International Small Company R6	PFISX	0.59%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3994	Dec 31, 2025
Dec 18, 2025	$0.3131	Dec 18, 2025
Dec 31, 2024	$0.3378	Dec 31, 2024
Dec 19, 2024	$0.1117	Dec 19, 2024
Dec 29, 2023	$0.313	Dec 29, 2023
Dec 20, 2023	$0.1136	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:

Oct 16, 2026

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