Principal LifeTime Hybrid 2065 Class R-6 Shares
PLHRX
NASDAQ
| Weiss Ratings | PLHRX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | PLHRX-NASDAQ | Click to Compare |
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| Provider | Principal Funds | |||
| Manager/Tenure (Years) | James W. Fennessey (9), Scott W. Smith (9), Todd A. Jablonski (1), 2 others | |||
| Website | -- | |||
| Fund Information | PLHRX-NASDAQ | Click to Compare |
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| Fund Name | Principal LifeTime Hybrid 2065 Class R-6 Shares | |||
| Category | Target-Date 2065 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Sep 06, 2017 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | PLHRX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.77% | |||
| Dividend | PLHRX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.72% | |||
| Asset Allocation | PLHRX-NASDAQ | Click to Compare |
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| Cash | 0.21% | |||
| Stock | 96.80% | |||
| U.S. Stock | 66.97% | |||
| Non-U.S. Stock | 29.83% | |||
| Bond | 2.95% | |||
| U.S. Bond | 2.68% | |||
| Non-U.S. Bond | 0.27% | |||
| Preferred | 0.01% | |||
| Convertible | 0.00% | |||
| Other Net | 0.03% | |||
| Price History | PLHRX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.90% | |||
| 30-Day Total Return | -1.13% | |||
| 60-Day Total Return | -1.28% | |||
| 90-Day Total Return | 2.30% | |||
| Year to Date Total Return | 11.81% | |||
| 1-Year Total Return | 14.95% | |||
| 2-Year Total Return | 32.61% | |||
| 3-Year Total Return | 76.99% | |||
| 5-Year Total Return | 56.89% | |||
| Price | PLHRX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | PLHRX-NASDAQ | Click to Compare |
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| Nav | $19.97 | |||
| 1-Month Low NAV | $19.73 | |||
| 1-Month High NAV | $20.22 | |||
| 52-Week Low NAV | $17.06 | |||
| 52-Week Low NAV (Date) | Mar 30, 2026 | |||
| 52-Week High NAV | $20.37 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | PLHRX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 11.23 | |||
| Balance Sheet | PLHRX-NASDAQ | Click to Compare |
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| Total Assets | 123.06M | |||
| Operating Ratios | PLHRX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.33% | |||
| Turnover Ratio | 34.60% | |||
| Performance | PLHRX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 26.93% | |||
| Last Bear Market Total Return | -15.43% | |||