PLHTX Mutual Fund

PLHTX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Class R6) is managed by Principal Funds with $254.9M in net assets. PLHTX expense ratio is 0.33%, holding 10 positions across various sectors. Inception date: 2015-08-24.

PLHTX performance shows a YTD return of 11.65%. The 1-year return is 19.99% and the 5-year return is 9.40%. PLHTX dividend yield stands at 4.10%, paid annually.

PLHTX top holdings include Largecap S&p 500 Index Fund (52.5%), Principal International Equity R-6 (24.6%), Global Emerging Markets Fund (6.7%), Smallcap S&p 600 Index Fund (5.0%), Principal Midcap S&P 400 Index R6 (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.