Principal LifeTime Hybrid 2030 Fund (PHTNX) 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 PHTNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHTNX
PHTNX charges 0.05% annually. There are 31 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 2050 Fund | 0.01% | — | Feb 2001 | PHTNX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PHTNX vs PLWIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PHTNX vs PMTIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PHTNX vs FCQTX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PHTNX vs PTDIX |
Best Risk-Adjusted Alternatives to PHTNX
PHTNX has a PortfoliosLab risk / return rank of 64. There are 355 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PHTNX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PHTNX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PHTNX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PHTNX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PHTNX vs URTRX |
Top Performing PHTNX Alternatives (YTD)
PHTNX is at 6.05% YTD. There are 442 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PHTNX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PHTNX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PHTNX vs FWLSX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PHTNX vs FQLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PHTNX vs FDFPX |
Lowest Volatility Alternatives to PHTNX
PHTNX has 8.39% 1-year volatility. There are 197 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | PHTNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PHTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PHTNX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PHTNX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PHTNX vs DRIQX |
Lowest Drawdown Alternatives to PHTNX
PHTNX has a 1-year max drawdown of -5.79%. There are 179 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 | PHTNX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PHTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTNX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PHTNX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PHTNX vs PRMYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -3.74% | — | Dec 2000 | PHTNX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 60 | 9.18% | — | Feb 2001 | PHTNX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -1.62% | — | Dec 2000 | PHTNX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -3.68% | — | Nov 2016 | PHTNX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 8.75% | — | Feb 2008 | PHTNX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 8.06% | — | Nov 1986 | PHTNX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -2.47% | — | Jun 2012 | PHTNX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.75% | — | Oct 2011 | PHTNX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 49 | 7.81% | — | Feb 2008 | PHTNX vs LTRIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 64 | 10.88% | — | Jul 1996 | PHTNX vs SACAX |
Often Compared With PHTNX
Investors most often compare PHTNX with QQQ, PMDIX, PTEAX. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PHTNX with Any Fund or Stock
Compare PHTNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHTNX with funds that move differently
Principal LifeTime Hybrid 2030 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTNX.
Explore PHTNX Diversifiers