Principal LifeTime Hybrid 2065 R6 (PLHRX)

Fund Assets	77.89M
Expense Ratio	0.344%
Min. Investment	$0.00
Turnover	18.70%
Dividend (ttm)	0.36
Dividend Yield	1.80%
Dividend Growth	21.76%
Payout Frequency	n/a
Ex-Dividend Date	Dec 31, 2025

Previous Close	19.79
YTD Return	10.81%
1-Year Return	14.75%
5-Year Return	62.39%
52-Week Low	17.06
52-Week High	20.37
Beta (5Y)	n/a
Holdings	9
Inception Date	n/a

About PLHRX

Principal LifeTime Hybrid 2065 Fund Class R-6 is a target-date mutual fund designed primarily for individuals planning to retire around the year 2065. This fund employs a diversified “fund of funds” approach, investing predominantly in underlying Principal Funds and Principal Exchange-Traded Funds. Its asset allocation is strategically structured to balance long-term capital growth with current income, making it suitable for investors with a lengthy investment horizon. The portfolio includes broad exposure across domestic and international equities, fixed income, real estate securities, and emerging markets. Notably, the fund maintains a higher allocation to equity and growth-oriented assets in its early years and gradually becomes more conservative as it approaches the target date, shifting toward increased fixed income and lower-risk investments. Managed by a team with decades of experience, the fund periodically rebalances its allocations to reflect its evolving risk profile as retirement nears. Principal LifeTime Hybrid 2065 Fund Class R-6 plays a significant role in workplace retirement plans and individual retirement strategies, providing a professionally managed, all-in-one solution targeting a specific retirement year.

• Fund Family: Principal Funds
• Category: Target-Date 2065+
• Performance Rating: Above Average
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: PLHRX
• Share Class: R-6

Performance

PLHRX had a total return of 14.75% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.22%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
PLHHX	Institutional Class	0.36%
PHJDX	Class J	0.61%

Top Holdings

100.02% of assets

Name	Symbol	Weight
Principal LargeCap S&P 500 Index Fund Institutional Class	PLFIX	51.78%
Principal International Equity R-6	PIIDX	25.20%
Principal Glb Emerging Markets R6	PIIMX	6.88%
Principal SmallCap S&P 600 Index R6	PSPIX	4.85%
Principal MidCap S&P 400 Index R6	PMAPX	4.67%
Principal Real Estate Securities Fd R6	PFRSX	2.50%
Principal Bond Market Index Institutional Class	PNIIX	2.16%
Principal International Small Company R6	PFISX	1.27%
Principal High Yield R-6	PHYFX	0.71%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 31, 2025	$0.3581	Dec 31, 2025
Dec 18, 2025	$0.3353	Dec 18, 2025
Dec 31, 2024	$0.2941	Dec 31, 2024
Dec 19, 2024	$0.1639	Dec 19, 2024
Dec 29, 2023	$0.2486	Dec 29, 2023
Dec 20, 2023	$0.1136	Dec 20, 2023

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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