PLHTX Mutual Fund
PLHTX Mutual Fund
PLHTX Mutual Fund
Principal LifeTime Hybrid 2055 Fund Class R6
PLHTX Mutual Fund Overview
PLHTX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Class R6) is managed by Principal Funds with $252.9M in net assets. PLHTX expense ratio is 0.33%, holding 9 positions across various sectors. Inception date: 2015-08-24.
PLHTX performance shows a YTD return of 9.59%. The 1-year return is 21.20% and the 5-year return is 9.71%. PLHTX dividend yield stands at 4.10%, paid annually.
PLHTX top holdings include Largecap S&p 500 Index Fund (51.8%), International Equity Fund (25.2%), Global Emerging Markets Fund (6.9%), Smallcap S&p 600 Index Fund (4.8%), Midcap S&P 400 Index Fund (4.7%). Go to all PLHTX holdings, PLHTX sectors, or PLHTX dividends.
PLHTX can be compared against other funds. Use PLHTX overlap to find shared positions, or PLHTX vs another fund for a side-by-side view. PLHTX alternatives are available via the screener, along with tax-loss harvesting opportunities.