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Principal LifeTime Hybrid 2065 Instl (PLHHX)

NASDAQ Financial Services Asset Management
$20.07 ▲ +0.40%
Market Cap
$114.5M
Sector
Financial Services
Industry
Asset Management
Beta
1.22
52-Wk Range
17.03-20.33
CEO
—
Country
US
Currency
USD

Principal LifeTime Hybrid 2065 Instl operates in the Asset Management industry of the Financial Services sector, headquartered in Des Moines, IA, US. The stock last traded at $20.07, up 0.40% on the session, giving a market capitalisation of $114.5M. Its beta of 1.22 implies it has historically moved more than the broad market.

Company profile
Exchange
NASDAQ
Employees
—
IPO date
2017-09-06
Headquarters
Des Moines, IA, US
About Principal LifeTime Hybrid 2065 Instl

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.

Comparable companies

Principal LifeTime Hybrid 2065 Instl is most often compared with the following Financial Services names:

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