Principal LifeTime Hybrid 2050 Fund (PHTUX) Alternatives
Principal LifeTime Hybrid 2050 Fund (PHTUX) 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 PHTUX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PHTUX
PHTUX charges 0.05% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PHTUX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | Feb 28, 2008 | PHTUX vs LTFIX | |
| Principal LifeTime 2060 Fund | 0.01% | Feb 28, 2013 | PHTUX vs PLTZX | |
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PHTUX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PHTUX vs PMTIX | |
| Principal LifeTime 2050 Fund | 0.01% | Feb 28, 2001 | PHTUX vs PPLIX |
Best Risk-Adjusted Alternatives to PHTUX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 88 | Jul 30, 2008 | PHTUX vs URINX | |
| Fidelity Freedom Income Fund Class K6 | 87 | Oct 17, 1996 | PHTUX vs FYTKX | |
| Fidelity Freedom Income Fund | 87 | Oct 17, 1996 | PHTUX vs FFFAX | |
| Fidelity Freedom Income Fund Class K | 87 | Jul 20, 2017 | PHTUX vs FNSHX | |
| Fidelity Freedom 2010 Fund | 86 | Oct 17, 1996 | PHTUX vs FFFCX |
Top Performing PHTUX Alternatives (YTD)
PHTUX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 1.03% | Dec 12, 2016 | PHTUX vs PDAHX | |
| Prudential Day One 2020 Fund | 0.77% | Dec 12, 2016 | PHTUX vs PDDDX | |
| USAA Target Retirement Income Fund | 0.62% | Jul 30, 2008 | PHTUX vs URINX | |
| Prudential Day One 2025 Fund | 0.55% | Dec 12, 2016 | PHTUX vs PDEJX | |
| State Street Target Retirement Fund | 0.53% | Sep 29, 2014 | PHTUX vs SSFNX |
Lowest Volatility Alternatives to PHTUX
PHTUX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.34% | Nov 1, 2015 | PHTUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.39% | Oct 2, 2009 | PHTUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.42% | Oct 2, 2009 | PHTUX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.63% | Aug 1, 2019 | PHTUX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 4.63% | Aug 1, 2019 | PHTUX vs FRHMX |
Lowest Drawdown Alternatives to PHTUX
PHTUX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | PHTUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PHTUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PHTUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PHTUX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | Aug 1, 2019 | PHTUX vs FRQKX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -11.07% | Dec 6, 2000 | PHTUX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 13 | -11.60% | Dec 6, 2000 | PHTUX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | -3.89% | Nov 24, 1986 | PHTUX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 5 | -12.82% | Jun 14, 2012 | PHTUX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 1.37% | Oct 23, 2011 | PHTUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | -1.30% | Jul 24, 1996 | PHTUX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 36 | 3.96% | Jun 6, 2011 | PHTUX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 58 | 1.77% | May 31, 1939 | PHTUX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 68 | -1.70% | Sep 29, 2014 | PHTUX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 16 | 1.15% | Sep 30, 2007 | PHTUX vs POSIX |
Often Compared With PHTUX
What investors most often compare with PHTUX, based on PortfoliosLab usage data.
Compare PHTUX with Any Fund or Stock
Compare PHTUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.