Principal LifeTime Hybrid Income Fund (PHTFX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with PHTFX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHTFX
PHTFX charges 0.05% annually. There are 38 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PHTFX vs JLKYX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTFX vs LTFIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PHTFX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PHTFX vs PMTIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PHTFX vs LTRIX |
Best Risk-Adjusted Alternatives to PHTFX
PHTFX has a PortfoliosLab risk / return rank of 65. There are 176 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | PHTFX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PHTFX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PHTFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PHTFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PHTFX vs FRHMX |
Top Performing PHTFX Alternatives (YTD)
PHTFX is at 3.75% YTD. There are 628 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | PHTFX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PHTFX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PHTFX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PHTFX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | PHTFX vs FFSZX |
Lowest Volatility Alternatives to PHTFX
PHTFX has 5.71% 1-year volatility. There are 86 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | PHTFX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PHTFX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | PHTFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | PHTFX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | PHTFX vs FRIMX |
Lowest Drawdown Alternatives to PHTFX
PHTFX has a 1-year max drawdown of -4.10%. There are 66 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | PHTFX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTFX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTFX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTFX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PHTFX vs FRQKX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.10% | — | Dec 2000 | PHTFX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | -0.69% | — | Dec 2000 | PHTFX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 40 | 7.30% | — | Nov 1986 | PHTFX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -5.68% | — | Jun 2012 | PHTFX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 4.72% | — | Oct 2011 | PHTFX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 48 | 9.24% | — | Jul 1996 | PHTFX vs SACAX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 38 | 5.52% | — | Feb 2001 | PHTFX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 64 | 18.95% | — | Dec 2000 | PHTFX vs PSSMX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 37 | 6.75% | — | Feb 2013 | PHTFX vs PLTZX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 54 | 8.52% | — | Sep 2014 | PHTFX vs PLTNX |
Often Compared With PHTFX
Investors most often compare PHTFX with SPY, ONEQ, PTEAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PHTFX with Any Fund or Stock
Compare PHTFX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHTFX with funds that move differently
Principal LifeTime Hybrid Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTFX.
Explore PHTFX Diversifiers