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 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 2020 Fund | 0.01% | — | Feb 2001 | PHTQX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PHTQX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PHTQX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PHTQX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PHTQX vs LTIUX |
Best Risk-Adjusted Alternatives to PHTQX
PHTQX has a PortfoliosLab risk / return rank of 61. There are 344 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | PHTQX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PHTQX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | PHTQX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | PHTQX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | PHTQX vs TDIFX |
Top Performing PHTQX Alternatives (YTD)
PHTQX is at 4.97% YTD. There are 518 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PHTQX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | PHTQX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | PHTQX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | PHTQX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | PHTQX vs FCTKX |
Lowest Volatility Alternatives to PHTQX
PHTQX has 7.32% 1-year volatility. There are 160 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 | PHTQX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PHTQX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PHTQX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PHTQX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PHTQX vs FIKFX |
Lowest Drawdown Alternatives to PHTQX
PHTQX has a 1-year max drawdown of -5.11%. There are 135 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PHTQX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PHTQX vs FRIMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.46% | — | Dec 2000 | PHTQX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | 1.06% | — | Dec 2000 | PHTQX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 9.64% | — | Nov 1986 | PHTQX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.01% | — | Feb 2008 | PHTQX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.87% | — | Jun 2012 | PHTQX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | PHTQX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 52 | 10.41% | — | Jul 1996 | PHTQX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 43 | 4.83% | — | Feb 2001 | PHTQX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.15% | — | Feb 2008 | PHTQX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 41 | 6.42% | — | Feb 2001 | PHTQX vs PTDIX |
Often Compared With PHTQX
Investors most often compare PHTQX with MEIKX, FQIFX, FIRMX. 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