PLHHX Mutual Fund

PLHHX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Institutional) is managed by Principal Funds with $5.8M in net assets. PLHHX expense ratio is 0.36%, holding 9 positions across various sectors. Inception date: 2017-09-06.

PLHHX performance shows a YTD return of 9.62%. The 1-year return is 21.18% and the 5-year return is 9.68%. PLHHX dividend yield stands at 3.51%, paid annually.

PLHHX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.0%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). Go to all PLHHX holdings, PLHHX sectors, or PLHHX dividends.

PLHHX can be compared against other funds. Use PLHHX overlap to find shared positions, or PLHHX vs another fund for a side-by-side view. PLHHX alternatives are available via the screener, along with tax-loss harvesting opportunities.