PLHHX Mutual Fund
PLHHX Mutual Fund
Principal LifeTime Hybrid 2065 Fund Institutional
PLHHX Mutual Fund Overview
PLHHX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Institutional) is managed by Principal Funds with $5.6M in net assets. PLHHX expense ratio is 0.36%, holding 9 positions across sectors including Unknown. Inception date: 2017-09-06.
PLHHX performance shows a YTD return of 9.84%. The 1-year return is 22.73% and the 5-year return is 9.95%. PLHHX dividend yield stands at 3.50%, 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%). View all PLHHX holdings, sector breakdown, or dividend history.
PLHHX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PLHHX alternatives are available via the screener, along with tax-loss harvesting opportunities.