Nasdaq - Delayed Quote USD

Principal LifeTime Hybrid 2065 Instl (PLHHX)

15.06 -0.07 (-0.46%)
At close: June 14 at 8:00 PM EDT
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DELL
  • Previous Close 15.13
  • YTD Return 9.17%
  • Expense Ratio 0.42%
  • Category Target-Date 2065+
  • Last Cap Gain -6.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 36.9M
  • Beta (5Y Monthly) 1.33
  • Yield 1.64%
  • 5y Average Return --
  • Holdings Turnover 16.30%
  • Last Dividend 0.25
  • Inception Date Sep 6, 2017

The fund operates as a "target date fund" that invests according to an asset allocation strategy designed for investors having a retirement investment goal close to the year in 2065. It is a fund of funds that invests in underlying funds of Principal Funds, Inc. ("PFI"), with a majority of the fund's assets invested in index funds. Its underlying funds consist of domestic and foreign equity funds, fixed-income funds, real asset funds, and other funds that aim to offer diversification beyond traditional equity and fixed-income securities.

Principal Funds

Fund Family

Target-Date 2065+

Fund Category

36.9M

Net Assets

2017-09-06

Inception Date

Performance Overview: PLHHX

Trailing returns as of 6/14/2024. Category is Target-Date 2065+.

YTD Return

PLHHX
9.17%
Category
0.00%
 

1-Year Return

PLHHX
23.38%
Category
0.00%
 

3-Year Return

PLHHX
4.76%
Category
0.00%
 

5-Year Return

PLHHX
11.65%
Category
0.00%
 

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Holdings: PLHHX

Top 9 Holdings (100.05% of Total Assets)

SymbolCompany% Assets
PLFIX
Principal Large Cap S&P 500 Index Inst 49.79%
PDIFX
Principal Diversified International R6 23.72%
PMAPX
Principal MidCap S&P 400 Index R6 12.48%
PSPIX
Principal SmallCap S&P 600 Index R6 4.02%
POEFX
Principal Origin Emerging Markets R6 2.59%
PFISX
Principal International Small Company R6 2.30%
PNIIX
Principal Bond Market Index Instl 2.24%
PFRSX
Principal Real Estate Securities Fd R6 2.10%
PYHIX
Principal High Income Inst 0.81%

Sector Weightings

SectorPLHHX
Technology   21.80%
Industrials   12.22%
Healthcare   10.77%
Real Estate   4.87%
Energy   4.78%
Utilities   2.07%

Recent News: PLHHX

Research Reports: PLHHX

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