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 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 | PHTUX vs FCQTX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PHTUX vs JRLVX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PHTUX vs LTFIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PHTUX vs JIEHX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PHTUX vs PTDIX |
Best Risk-Adjusted Alternatives to PHTUX
PHTUX has a PortfoliosLab risk / return rank of 69. There are 315 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 | 88 | — | Sep 2014 | PHTUX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PHTUX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PHTUX vs SSBRX | |
| Voya Target Retirement 2045 Fund | 85 | — | Dec 2012 | PHTUX vs IRSPX |
Top Performing PHTUX Alternatives (YTD)
PHTUX is at 11.33% YTD. There are 217 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 | PHTUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PHTUX vs FDFPX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PHTUX vs FHDDX | |
| Fidelity Freedom Blend 2060 Fund Class K6 | 14.02% | — | Aug 2018 | PHTUX vs FHCDX | |
| Fidelity Freedom Blend 2060 Fund Class K | 14.01% | — | Aug 2018 | PHTUX vs FHTDX |
Lowest Volatility Alternatives to PHTUX
PHTUX has 11.72% 1-year volatility. There are 491 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 | PHTUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PHTUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PHTUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PHTUX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PHTUX vs FRQIX |
Lowest Drawdown Alternatives to PHTUX
PHTUX has a 1-year max drawdown of -8.47%. There are 401 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PHTUX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PHTUX 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 | PHTUX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PHTUX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PHTUX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PHTUX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PHTUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PHTUX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PHTUX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PHTUX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PHTUX vs PQIAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 50 | 8.73% | — | Feb 2008 | PHTUX vs LTRIX |
Often Compared With PHTUX
Investors most often compare PHTUX with PHTYX, PLTNX, FXAIX. These 20 comparison targets span 5 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