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 | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLHHX vs JIEHX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PLHHX vs PPLIX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PLHHX vs LTIUX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PLHHX vs JLKYX |
Best Risk-Adjusted Alternatives to PLHHX
PLHHX has a PortfoliosLab risk / return rank of 69. There are 336 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 | 88 | — | Sep 2014 | PLHHX vs SSFNX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PLHHX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 85 | — | Sep 2014 | PLHHX vs SSBRX | |
| Dimensional 2060 Target Date Retirement Income Fun... | 83 | — | Nov 2015 | PLHHX vs DRILX |
Top Performing PLHHX Alternatives (YTD)
PLHHX is at 11.67% YTD. There are 206 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 | PLHHX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.11% | — | Jun 2019 | PLHHX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 14.07% | — | Jun 2017 | PLHHX vs FQLSX | |
| Fidelity Freedom Blend 2055 Fund Class K6 | 14.04% | — | Aug 2018 | PLHHX vs FHDDX | |
| Fidelity Freedom Blend 2065 Fund Class K6 | 14.03% | — | Jun 2019 | PLHHX vs FFBQX |
Lowest Volatility Alternatives to PLHHX
PLHHX has 11.98% 1-year volatility. There are 518 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 | PLHHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 3.98% | — | Oct 2009 | PLHHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.01% | — | Oct 2009 | PLHHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.14% | — | Aug 2019 | PLHHX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.15% | — | Aug 2007 | PLHHX vs FRQAX |
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 K6 | -3.42% | — | Aug 2019 | PLHHX vs FRHMX |
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 | PLHHX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 12 | 6.11% | — | Dec 2000 | PLHHX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 55 | 10.80% | — | Nov 1986 | PLHHX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | 0.26% | — | Jun 2012 | PLHHX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.67% | — | Oct 2011 | PLHHX vs PSMIX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 49 | 9.67% | — | Feb 2008 | PLHHX vs LTFIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.70% | — | Jul 1996 | PLHHX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 56 | 15.97% | — | Dec 2000 | PLHHX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 53 | 6.02% | — | Feb 2001 | PLHHX vs PMTIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 61 | 8.76% | — | May 1939 | PLHHX vs PQIAX |
Often Compared With PLHHX
Investors most often compare PLHHX with VIXY, SPY, VYM. These 20 comparison targets span 6 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