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 a closer substitute for your current allocation.
Cheapest Alternatives to PHTUX
PHTUX 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 | PHTUX vs PLWIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PHTUX vs PTDIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PHTUX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTUX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PHTUX vs LTRIX |
Best Risk-Adjusted Alternatives to PHTUX
PHTUX has a PortfoliosLab risk / return rank of 61. There are 433 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 | PHTUX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PHTUX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PHTUX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PHTUX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | PHTUX vs TDIFX |
Top Performing PHTUX Alternatives (YTD)
PHTUX is at 10.44% YTD. There are 256 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 | PHTUX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PHTUX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | PHTUX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | PHTUX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | PHTUX vs FFSZX |
Lowest Volatility Alternatives to PHTUX
PHTUX has 12.64% 1-year volatility. There are 474 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 | PHTUX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PHTUX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PHTUX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PHTUX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PHTUX vs FIKFX |
Lowest Drawdown Alternatives to PHTUX
PHTUX has a 1-year max drawdown of -8.47%. There are 383 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 | PHTUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PHTUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PHTUX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PHTUX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PHTUX vs FRIMX |
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 | -4.41% | — | Dec 2000 | PHTUX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.68% | — | Dec 2000 | PHTUX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | PHTUX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | PHTUX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PHTUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | PHTUX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.53% | — | Feb 2001 | PHTUX vs PMTIX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.25% | — | Feb 2008 | PHTUX vs LTIUX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.62% | — | Dec 2000 | PHTUX vs PSSMX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 62 | 10.76% | — | Sep 2014 | PHTUX vs PLTNX |
Often Compared With PHTUX
Investors most often compare PHTUX with PHTYX, FXAIX, PTEAX. These 20 comparison targets span 6 categories, 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.
Pair PHTUX with funds that move differently
Principal LifeTime Hybrid 2050 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PHTUX.
Explore PHTUX Diversifiers