Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) Research

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.

Market snapshot

Symbol
PLHHX
Price
$19.77
Day change
+1.28%
Market cap
$109.2M
52-week range
16.14-19.91
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Virtus NFJ International Value Fund (AFJAX)
  • Baron FinTech Fund (BFINX)
  • Destra Multi-Alternative Fund (DMA)
  • The European Equity Fund, Inc. (EEA)
  • Clough Global Dividend and Income Fund (GLV)
  • Hennessy Large Cap Financial Fund (HLFNX)
  • Rational Dynamic Brands Fund (HSUTX)
  • Sit Balanced Fund (SIBAX)

Open Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.