Principal LifeTime Hybrid 2025 Fund (PHTQX) 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 PHTQX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHTQX
PHTQX 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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PHTQX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PHTQX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTQX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PHTQX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PHTQX vs PTDIX |
Best Risk-Adjusted Alternatives to PHTQX
PHTQX has a PortfoliosLab risk / return rank of 71. There are 251 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 | PHTQX vs PADLX | |
| State Street Target Retirement Fund | 88 | — | Sep 2014 | PHTQX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PHTQX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PHTQX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PHTQX vs DRILX |
Top Performing PHTQX Alternatives (YTD)
PHTQX is at 6.14% YTD. There are 512 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.17%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PHTQX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PHTQX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PHTQX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PHTQX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PHTQX vs FFBQX |
Lowest Volatility Alternatives to PHTQX
PHTQX has 6.79% 1-year volatility. There are 173 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | PHTQX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PHTQX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PHTQX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PHTQX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PHTQX vs FRQIX |
Lowest Drawdown Alternatives to PHTQX
PHTQX has a 1-year max drawdown of -5.11%. There are 149 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 | PHTQX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTQX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTQX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTQX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PHTQX vs FRKMX |
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 | PHTQX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PHTQX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PHTQX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PHTQX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PHTQX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PHTQX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PHTQX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PHTQX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PHTQX vs PQIAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 50 | 8.73% | — | Feb 2008 | PHTQX vs LTRIX |
Often Compared With PHTQX
Investors most often compare PHTQX with MEIKX, FQIFX, LTIUX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PHTQX with Any Fund or Stock
Compare PHTQX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHTQX with funds that move differently
Principal LifeTime Hybrid 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTQX.
Explore PHTQX Diversifiers