Principal LifeTime Strategic Income Fund (PLSIX) Alternatives
Principal LifeTime Strategic Income Fund (PLSIX) 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 PLSIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PLSIX
PLSIX charges 0.02% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PLSIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PLSIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PLSIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | PLSIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | PLSIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | PLSIX vs FCQTX |
Best Risk-Adjusted Alternatives to PLSIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | PLSIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | PLSIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | PLSIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | PLSIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | PLSIX vs FRHMX |
Top Performing PLSIX Alternatives (YTD)
PLSIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | PLSIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | PLSIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | PLSIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | PLSIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | PLSIX vs FYTKX |
Lowest Volatility Alternatives to PLSIX
PLSIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | PLSIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | PLSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | PLSIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | PLSIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | PLSIX vs FRAMX |
Lowest Drawdown Alternatives to PLSIX
PLSIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | PLSIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PLSIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PLSIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PLSIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | PLSIX vs FRHMX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PLSIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PLSIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PLSIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PLSIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PLSIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PLSIX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PLSIX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PLSIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PLSIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PLSIX vs POSIX |
Often Compared With PLSIX
What investors most often compare with PLSIX, based on PortfoliosLab usage data.
Compare PLSIX with Any Fund or Stock
Compare PLSIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.