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 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 | |
|---|---|---|---|---|---|
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTFIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PLHHX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLHHX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | PLHHX vs PMTIX |
Best Risk-Adjusted Alternatives to PLHHX
PLHHX has a PortfoliosLab risk / return rank of 57. There are 392 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 85.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 85 | — | Dec 2007 | PLHHX vs FIRVX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | PLHHX vs PADLX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PLHHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PLHHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PLHHX vs FRHMX |
Top Performing PLHHX Alternatives (YTD)
PLHHX is at 8.52% YTD. There are 277 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 | PLHHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PLHHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PLHHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PLHHX vs FIRVX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.19% | — | Jun 2019 | PLHHX vs FFSZX |
Lowest Volatility Alternatives to PLHHX
PLHHX has 12.87% 1-year volatility. There are 524 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.59%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.59% | — | Nov 2015 | PLHHX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PLHHX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.32% | — | Oct 2009 | PLHHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.34% | — | Oct 2009 | PLHHX vs FFGZX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.35% | — | Aug 2007 | PLHHX vs FRIMX |
Lowest Drawdown Alternatives to PLHHX
PLHHX has a 1-year max drawdown of -8.64%. There are 426 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PLHHX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | PLHHX vs FRKMX |
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 | -7.10% | — | Dec 2000 | PLHHX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | -0.69% | — | Dec 2000 | PLHHX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 40 | 7.30% | — | Nov 1986 | PLHHX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -5.68% | — | Jun 2012 | PLHHX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 95 | 4.72% | — | Oct 2011 | PLHHX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 48 | 9.24% | — | Jul 1996 | PLHHX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 37 | 6.10% | — | Feb 2008 | PLHHX vs LTRIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 64 | 18.95% | — | Dec 2000 | PLHHX vs PSSMX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 37 | 6.75% | — | Feb 2013 | PLHHX vs PLTZX | |
| Principal LifeTime Hybrid 2060 Fund | Target Retirement Date | 55 | 8.52% | — | Sep 2014 | PLHHX vs PLTHX |
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