Principal LifeTime Hybrid 2040 J (PHJEX)

14.35 +0.01 (+0.07%) At close: 06:45PM EDT

• Previous close: 14.34
• YTD return: 3.17%
• Expense ratio (net): 0.40%
• Category: Target-Date 2040
• Last cap gain: 73.00
• Morningstar rating: ★★★★★
• Morningstar risk rating: Average
• Net assets: 665.84M
• Beta (5Y monthly): 1.21
• Yield: 2.04%
• 5y average return: N/A
• Holdings turnover: 10.80%
• Last dividend: 0.28
• Average for category: N/A
• Inception date: 01 Mar 2018