Principal LifeTime Hybrid 2060 Fund (PLTHX) 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 PLTHX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLTHX
PLTHX 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 2030 Fund | 0.01% | — | Feb 2001 | PLTHX vs PMTIX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PLTHX vs LTFIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PLTHX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PLTHX vs PPLIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PLTHX vs LTSTX |
Best Risk-Adjusted Alternatives to PLTHX
PLTHX has a PortfoliosLab risk / return rank of 62. There are 375 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 | PLTHX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | PLTHX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | PLTHX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | PLTHX vs FRHMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PLTHX vs FRAMX |
Top Performing PLTHX Alternatives (YTD)
PLTHX is at 10.88% YTD. There are 243 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 | PLTHX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PLTHX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PLTHX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PLTHX vs FIRVX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.17% | — | Jun 2017 | PLTHX vs FWLSX |
Lowest Volatility Alternatives to PLTHX
PLTHX has 12.85% 1-year volatility. There are 514 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | PLTHX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PLTHX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PLTHX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PLTHX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | PLTHX vs FIKFX |
Lowest Drawdown Alternatives to PLTHX
PLTHX has a 1-year max drawdown of -8.60%. There are 411 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 | PLTHX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PLTHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLTHX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PLTHX vs FRQHX | |
| Fidelity Managed Retirement 2010 Fund Class K | -3.42% | — | Aug 2019 | PLTHX vs FRQKX |
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 | -4.18% | — | Dec 2000 | PLTHX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.74% | — | Dec 2000 | PLTHX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.49% | — | Nov 1986 | PLTHX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.15% | — | Jun 2012 | PLTHX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.67% | — | Oct 2011 | PLTHX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.40% | — | Jul 1996 | PLTHX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 42 | 8.20% | — | Feb 2008 | PLTHX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 42 | 7.32% | — | Feb 2001 | PLTHX vs PTDIX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.33% | — | Feb 2008 | PLTHX vs LTIUX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 65 | 21.11% | — | Dec 2000 | PLTHX vs PSSMX |
Often Compared With PLTHX
Investors most often compare PLTHX with PLTZX, VOO, JRLVX. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare PLTHX with Any Fund or Stock
Compare PLTHX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLTHX with funds that move differently
Principal LifeTime Hybrid 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLTHX.
Explore PLTHX Diversifiers