Principal Lifetime Hybrid has yet to demonstrate an enduring edge in the competitive space of target-date strategies, but its experienced managers have aptly navigated portfolio and personnel changes of late.
Principal LifeTime Hybrid 2065 Institutional Class Shares PLHHX
- NAV / 1-Day Return 19.23 / +0.42 %
- Total Assets 107.5M
-
Adj. Expense Ratio
0.360%
- Expense Ratio 0.050%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Target-Date 2065
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.78%
- Turnover 35%
USD | NAV as of Jun 08, 2026 | 1-Day Return as of Jun 08, 2026, 10:48 PM GMT+0
Morningstar’s Analysis PLHHX
Will PLHHX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the PLHHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of PLHHX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 100.0
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Principal Large Cap S&P 500 Index Inst | 51.78 | 53M | — |
Principal International Equity R-6 | 25.20 | 26M | — |
Principal Glb Emerging Markets R6 | 6.88 | 7M | — |
Principal SmallCap S&P 600 Index R6 | 4.85 | 5M | — |
Principal MidCap S&P 400 Index R6 | 4.67 | 5M | — |
Principal Real Estate Securities Fd R6 | 2.50 | 3M | — |
Principal Bond Market Index Instl | 2.16 | 2M | — |
Principal International Small Company R6 | 1.27 | 1M | — |
Principal High Yield R-6 | 0.71 | 722,475 | — |
CASH & RECEIVABLES | −0.02 | −15,515 | Cash and Equivalents |
United States