Principal LifeTime Hybrid 2020 Fund (PHTTX) 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 PHTTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PHTTX
PHTTX 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 | PHTTX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PHTTX vs LTSTX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTTX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PHTTX vs PLTZX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PHTTX vs JLKYX |
Best Risk-Adjusted Alternatives to PHTTX
PHTTX has a PortfoliosLab risk / return rank of 66. There are 258 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 | PHTTX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PHTTX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PHTTX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PHTTX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PHTTX vs FRAMX |
Top Performing PHTTX Alternatives (YTD)
PHTTX is at 4.91% YTD. There are 565 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 | PHTTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PHTTX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PHTTX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PHTTX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PHTTX vs FVTKX |
Lowest Volatility Alternatives to PHTTX
PHTTX has 6.43% 1-year volatility. There are 127 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 | PHTTX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PHTTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PHTTX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PHTTX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PHTTX vs FIKFX |
Lowest Drawdown Alternatives to PHTTX
PHTTX has a 1-year max drawdown of -4.62%. There are 105 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 | PHTTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTTX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PHTTX 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 | PHTTX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.43% | — | Dec 2000 | PHTTX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 10.23% | — | Nov 1986 | PHTTX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.89% | — | Jun 2012 | PHTTX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | PHTTX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.05% | — | Jul 1996 | PHTTX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.46% | — | Feb 2001 | PHTTX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 7.94% | — | Feb 2008 | PHTTX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.14% | — | Feb 2001 | PHTTX vs PTDIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.11% | — | Dec 2000 | PHTTX vs PSSMX |
Often Compared With PHTTX
Investors most often compare PHTTX with JRLVX, DRIJX, DTDRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PHTTX with Any Fund or Stock
Compare PHTTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PHTTX with funds that move differently
Principal LifeTime Hybrid 2020 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTTX.
Explore PHTTX Diversifiers