Principal LifeTime 2065 (PLJIX) 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 PLJIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLJIX
PLJIX 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 | PLJIX vs PLWIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PLJIX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PLJIX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLJIX vs JIEHX | |
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | PLJIX vs LTIUX |
Best Risk-Adjusted Alternatives to PLJIX
PLJIX has a PortfoliosLab risk / return rank of 40. There are 627 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | PLJIX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PLJIX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | PLJIX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | PLJIX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | PLJIX vs TDIFX |
Top Performing PLJIX Alternatives (YTD)
PLJIX is at 8.03% YTD. There are 331 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 | PLJIX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | PLJIX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | PLJIX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | PLJIX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | PLJIX vs FCTKX |
Lowest Volatility Alternatives to PLJIX
PLJIX has 12.64% 1-year volatility. There are 472 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 | PLJIX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PLJIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PLJIX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PLJIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PLJIX vs FIKFX |
Lowest Drawdown Alternatives to PLJIX
PLJIX has a 1-year max drawdown of -8.72%. There are 423 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 | PLJIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PLJIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLJIX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PLJIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PLJIX vs FRIMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.46% | — | Dec 2000 | PLJIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | 1.06% | — | Dec 2000 | PLJIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 9.64% | — | Nov 1986 | PLJIX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.01% | — | Feb 2008 | PLJIX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.87% | — | Jun 2012 | PLJIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | PLJIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 52 | 10.41% | — | Jul 1996 | PLJIX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 43 | 4.83% | — | Feb 2001 | PLJIX vs PMTIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.15% | — | Feb 2008 | PLJIX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 41 | 6.42% | — | Feb 2001 | PLJIX vs PTDIX |
Often Compared With PLJIX
Investors most often compare PLJIX with VOO, FXAIX, FSNKX. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.
Compare PLJIX with Any Fund or Stock
Compare PLJIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLJIX with funds that move differently
Principal LifeTime 2065 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLJIX.
Explore PLJIX Diversifiers