PLHRX Mutual Fund
PLHRX Mutual Fund
PLHRX Mutual Fund
Principal LifeTime Hybrid 2065 Fund Class R6
PLHRX Mutual Fund Overview
PLHRX Mutual Fund (Principal LifeTime Hybrid 2065 Fund Class R6) is managed by Principal Funds with $61.0M in net assets. PLHRX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2017-09-06.
PLHRX performance shows a YTD return of 9.66%. The 1-year return is 21.21% and the 5-year return is 9.71%. PLHRX dividend yield stands at 3.51%, paid annually.
PLHRX 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 PLHRX holdings, PLHRX sectors, or PLHRX dividends.
PLHRX can be compared against other funds. Use PLHRX overlap to find shared positions, or PLHRX vs another fund for a side-by-side view. PLHRX alternatives are available via the screener, along with tax-loss harvesting opportunities.