Principal LifeTime Hybrid 2015 Fund (PHTMX) 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 PHTMX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHTMX
PHTMX charges 0.05% annually. There are 35 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PHTMX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PHTMX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTMX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PHTMX vs PLTZX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PHTMX vs JLKYX |
Best Risk-Adjusted Alternatives to PHTMX
PHTMX has a PortfoliosLab risk / return rank of 83. There are 9 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | PHTMX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PHTMX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PHTMX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PHTMX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PHTMX vs FRAMX |
Top Performing PHTMX Alternatives (YTD)
PHTMX is at 4.29% YTD. There are 622 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 | PHTMX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PHTMX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PHTMX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PHTMX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PHTMX vs FVTKX |
Lowest Volatility Alternatives to PHTMX
PHTMX has 5.66% 1-year volatility. There are 77 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PHTMX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PHTMX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PHTMX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PHTMX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PHTMX vs FIKFX |
Lowest Drawdown Alternatives to PHTMX
PHTMX has a 1-year max drawdown of -4.12%. 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 | PHTMX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTMX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTMX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTMX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PHTMX vs FRHMX |
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 | -4.51% | — | Dec 2000 | PHTMX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.43% | — | Dec 2000 | PHTMX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 10.23% | — | Nov 1986 | PHTMX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.89% | — | Jun 2012 | PHTMX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | PHTMX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.05% | — | Jul 1996 | PHTMX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.46% | — | Feb 2001 | PHTMX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 7.94% | — | Feb 2008 | PHTMX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.14% | — | Feb 2001 | PHTMX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.11% | — | Dec 2000 | PHTMX vs PSSMX |
Often Compared With PHTMX
Investors most often compare PHTMX with FFSDX, IRSOX, FRBHX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare PHTMX with Any Fund or Stock
Compare PHTMX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHTMX with funds that move differently
Principal LifeTime Hybrid 2015 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTMX.
Explore PHTMX Diversifiers