About PLHHX
Principal LifeTime Hybrid 2065 Fund Institutional Class Shares is a target-date mutual fund designed primarily for investors planning to retire around the year 2065. Its central purpose is to provide a diversified investment solution that automatically adjusts its risk profile over time. This fund follows a fund-of-funds approach, allocating assets across a variety of underlying Principal funds, which include domestic and international equities, fixed-income securities, and real asset funds. As of April 2025, its largest allocations are to large-cap U.S. equities, international equities, and mid/small-cap domestic stocks, with smaller portions dedicated to bonds, real estate, and emerging markets. The fund’s asset allocation becomes more conservative as the target retirement year approaches, gradually shifting toward fixed-income and lower-risk investments. It aims to deliver long-term capital growth and current income, addressing the evolving needs of investors as they transition from the accumulation phase toward retirement. Principal LifeTime Hybrid 2065 Fund Institutional Class Shares plays a key role in retirement planning strategies, offering professional portfolio management, broad diversification, and an automatic glide path tailored to a distant retirement horizon.
Fund Family Principal Funds
Category Target-Date 2065+
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol PLHHX
Share Class Institutional Class
Index S&P Target Date 2060 TR USD
PLHHX had a total return of 15.10% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.23%.
