- What does PLHHX invest in?
- This investment vehicle functions as a target-date fund, explicitly designed for individuals aiming to retire approximately in 2065. It employs a dynamic asset allocation strategy tailored to that specific retirement horizon. Structured as a "fund of funds," it primarily allocates capital to various underlying portfolios managed by Principal Funds, Inc. (PFI), with a significant majority of its assets invested in index-tracking funds. The constituent portfolios encompass a broad array of asset classes, including both U.S. and international equities, fixed-income instruments, real asset investments, and other specialized funds, all contributing to comprehensive diversification beyond conventional stocks and bonds.
- What is the expense ratio of PLHHX?
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) charges an expense ratio of 0.36%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is PLHHX?
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) manages $112.1M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is PLHHX actively managed or an index fund?
- PLHHX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was PLHHX launched?
- Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) launched in September 2017 and is managed by the fund issuer.
- How has PLHHX performed?
- PLHHX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
