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Principal Funds, Inc. - Lifetime Hybrid 2035, Class J: (MF: PHJJX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 06:17 PM ET

$15.32 USD

0.00 (NA)

Zacks MF Rank

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Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

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Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.24 66
3 months 3.64 66
6 months 8.43 51
1 Year 16.07 53
3 Year 14.37 43
5 Year 7.72 43
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for PHJJX

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA
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Portfolio Statistics

% Unrealized Gain 16.31
% Yield 2.46
% SEC Yield NA
Net Assets (Mil $) 2/28/2026 663.02
% Turnover 2/28/2026 28.30

Risk

3 Year 5 Year 10 Year
Beta 0.72 0.75 NA
Alpha -2.24 -3.50 0.00
R Squared 0.87 0.93 NA
Std. Dev. 8.84 11.67 NA
Sharpe 1.10 0.42 NA

Sector / Country Weightings

As of 2/28/2026 % of Portfolio
Finance 83.53
Other 16.47

Portfolio Holdings

Top Equity Holdings
(As of 10/31/2025)		 % of Portfolio Value (Mil$)
PRINCIPAL LARGECAP S&P 50 37.39 358.11
PRINCIPAL BOND MKT INDEX 29.33 280.91
PRINCIPAL INTL EQUITY FD 16.48 157.86
PRINCIPAL HIGH YIELD FUND 4.27 40.94
PRINCIPAL INTL EMERG MKTS 3.46 33.12
PRINCIPAL MIDCAP S&P 400 3.12 29.90
PRINCIPAL SMALLCAP S&P 60 3.06 29.29
PRINCIPAL REAL ESTATE SEC 2.04 19.52
PRINCIPAL INTL SMALL COMP 0.86 8.26

Stock Holding % of Net Assets

As Of 10/31/2025
Total Issues 9
Avg. P/E NA
Avg. P/Book NA
Avg. EPS Growth NA
Avg. Market Value (Mil $) NA

Composition

% of Portfolio
Stocks 0.00
Foreign Stocks 0.00
Cash 0.00
Bonds 0.00
Foreign Bonds 0.00
Preferred 0.00
Convertible 0.00
Other 100.00
Foreign Hedged 0.00

Style Analysis

% of Portfolio
Large Growth 20.65
Large Value 8.62
Small Growth 1.31
Small Value 10.36
Foreign Stock 18.16
Emerging Market 5.53
Precious Metal 0.00
Intermediate Bond 26.89
Foreign Bond 5.49
High Yield Bond 0.00