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 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTNX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PHTNX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PHTNX vs PMTIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PHTNX vs LTIUX | |
| 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 71. There are 236 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | PHTNX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PHTNX vs SSFNX | |
| Dimensional 2065 Target Date Retirement Income Fun... | 86 | — | Jan 2020 | PHTNX vs DTDRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 86 | — | Nov 2015 | PHTNX vs DRILX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PHTNX vs PDAHX |
Top Performing PHTNX Alternatives (YTD)
PHTNX is at 6.88% YTD. There are 449 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.11%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PHTNX vs FDFPX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.98% | — | Aug 2014 | PHTNX vs FVTKX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.94% | — | Jun 2011 | PHTNX vs FCTKX | |
| Fidelity Freedom Blend 2060 Fund | 13.91% | — | Aug 2018 | PHTNX vs FHANX | |
| Fidelity Freedom Blend 2065 Fund | 13.89% | — | Jun 2019 | PHTNX vs FFBSX |
Lowest Volatility Alternatives to PHTNX
PHTNX has 7.66% 1-year volatility. There are 224 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.34%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.34% | — | Nov 2015 | PHTNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PHTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PHTNX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.15% | — | Aug 2007 | PHTNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PHTNX vs FRQIX |
Lowest Drawdown Alternatives to PHTNX
PHTNX has a 1-year max drawdown of -5.79%. There are 208 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTNX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PHTNX vs FRHMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -7.38% | — | Dec 2000 | PHTNX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PHTNX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PHTNX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PHTNX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PHTNX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PHTNX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 52 | 14.99% | — | Dec 2000 | PHTNX vs PSSMX | |
| Principal Equity Income Fund | Large Cap Value Equities | 58 | 7.86% | — | May 1939 | PHTNX vs PQIAX | |
| Principal LifeTime Hybrid 2060 Fund | Target Retirement Date | 69 | 11.14% | — | Sep 2014 | PHTNX vs PLTHX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 68 | 11.13% | — | Sep 2014 | PHTNX vs PLTNX |
Often Compared With PHTNX
Investors most often compare PHTNX with QQQ, PTEAX, PMDIX. These 20 comparison targets span 5 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