NASDAQ · Asset Management

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

$20.17 -0.15% NASDAQ: PLHHX Financial Services

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.

Valuation

MetricValue
Price$20.17
Market Cap$115.10M
P/E Ratio
P/B Ratio
P/S Ratio
EPS (TTM)
52-Week High$20.20
52-Week Low$17.03
Dividend Yield21.22%

Financials & Margins

MetricValue
ROE
ROA
ROCE
Gross Margin
Operating Margin
Net Margin
Debt/Equity
Current Ratio

Valuation & Return Ratios

MetricValue
PEG Ratio
EV / EBITDA
FCF Yield
Quick Ratio
Interest Coverage
Return 1Y22.52%
Return 3Y67.40%
Return 5Y60.69%

Peer Comparison

TickerPriceChangeP/EMarket CapDiv Yield
AFJAXVirtus NFJ International Value Fund $28.97 +0.91% -28.68 $84.33M 0.72%
BFINXBaron FinTech Fund $17.51 -0.34% $71.78M 0.00%
DMADestra Multi-Alternative Fund $7.66 +0.66% -47.87 $68.66M 17.62%
EEAThe European Equity Fund, Inc. $11.23 +0.00% 4.14 $75.24M 3.92%
GLVClough Global Dividend and Income Fund $6.30 +0.16% 3.94 $78.18M 0.00%

About Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund

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.

Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund is headquartered in US.

Principal Funds, Inc. - Principal Lifetime Hybrid 2065 Fund (PLHHX) stock trades at $20.17 with a market capitalization of $115.10M. Over the past 52 weeks the stock has ranged between $17.03 and $20.20, and currently trades at its 52-week high. It pays a dividend yielding 21.22%.

Official website: www.principalam.com/us/fund/plhhx

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