Principal LifeTime Hybrid 2065 Fund (PLHHX) 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 PLHHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLHHX
PLHHX 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 2060 Fund | 0.01% | — | Feb 2013 | PLHHX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PLHHX vs PMTIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PLHHX vs PTDIX |
Best Risk-Adjusted Alternatives to PLHHX
PLHHX has a PortfoliosLab risk / return rank of 60. There are 459 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 | PLHHX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PLHHX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PLHHX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PLHHX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | PLHHX vs TDIFX |
Top Performing PLHHX Alternatives (YTD)
PLHHX is at 10.71% YTD. There are 243 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 | PLHHX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PLHHX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | PLHHX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | PLHHX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | PLHHX vs FFSZX |
Lowest Volatility Alternatives to PLHHX
PLHHX has 12.94% 1-year volatility. There are 511 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 | PLHHX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PLHHX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PLHHX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PLHHX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PLHHX vs FIKFX |
Lowest Drawdown Alternatives to PLHHX
PLHHX has a 1-year max drawdown of -8.64%. There are 408 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 | PLHHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PLHHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLHHX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PLHHX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PLHHX 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 | PLHHX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.68% | — | Dec 2000 | PLHHX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | PLHHX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | PLHHX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PLHHX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | PLHHX vs SACAX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.25% | — | Feb 2008 | PLHHX vs LTIUX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.62% | — | Dec 2000 | PLHHX vs PSSMX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 62 | 10.76% | — | Sep 2014 | PLHHX vs PLTNX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 41 | 8.79% | — | Feb 2001 | PLHHX vs PPLIX |
Often Compared With PLHHX
Investors most often compare PLHHX with VIXY, SPY, VYM. These 20 comparison targets span 7 categories, based on PortfoliosLab usage data.
Compare PLHHX with Any Fund or Stock
Compare PLHHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLHHX with funds that move differently
Principal LifeTime Hybrid 2065 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLHHX.
Explore PLHHX Diversifiers