PLHTX Mutual Fund

PLHTX Mutual Fund (Principal LifeTime Hybrid 2055 Fund Class R6) is managed by Principal Funds with $255.0M 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 9.47%. PLHTX dividend yield stands at 4.17%, paid annually.

PLHTX top holdings include Principal Large Cap S&p 500 Index Inst (52.5%), International Equity Fund (25.9%), Global Emerging Markets Fund (6.1%), Smallcap S&p 600 Index Fund (4.7%), Midcap S&p 400 Index Fund (4.6%). 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.