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 31 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 | PLTHX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PLTHX vs LTRIX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PLTHX vs LTSTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PLTHX vs PPLIX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PLTHX vs PLWIX |
Best Risk-Adjusted Alternatives to PLTHX
PLTHX has a PortfoliosLab risk / return rank of 68. There are 208 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 | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 86 | — | Sep 2014 | PLTHX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PLTHX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PLTHX vs PDAHX | |
| Putnam Retirement Advantage Maturity Fund | 84 | — | Dec 2019 | PLTHX vs PADLX | |
| USAA Target Retirement 2030 Fund | 84 | — | Jul 2008 | PLTHX vs URTRX |
Top Performing PLTHX Alternatives (YTD)
PLTHX is at 10.16% YTD. There are 197 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.54%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 13.54% | — | Jul 2013 | PLTHX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PLTHX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.35% | — | Jun 2017 | PLTHX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.26% | — | Jun 2019 | PLTHX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.26% | — | Jun 2017 | PLTHX vs FQLSX |
Lowest Volatility Alternatives to PLTHX
PLTHX has 13.13% 1-year volatility. There are 500 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 | PLTHX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.44% | — | Oct 2009 | PLTHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | PLTHX vs FFGZX | |
| MFS Lifetime Income Fund | 4.51% | — | Sep 2005 | PLTHX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.52% | — | Nov 2015 | PLTHX vs DRIQX |
Lowest Drawdown Alternatives to PLTHX
PLTHX has a 1-year max drawdown of -8.60%. There are 394 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 Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PLTHX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLTHX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PLTHX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PLTHX vs PRMYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -3.74% | — | Dec 2000 | PLTHX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 60 | 9.18% | — | Feb 2001 | PLTHX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -1.62% | — | Dec 2000 | PLTHX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -3.68% | — | Nov 2016 | PLTHX vs PMAQX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 42 | 8.06% | — | Nov 1986 | PLTHX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 2 | -2.47% | — | Jun 2012 | PLTHX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.75% | — | Oct 2011 | PLTHX vs PSMIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 49 | 6.90% | — | Feb 2001 | PLTHX vs PTDIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 50 | 5.18% | — | Feb 2001 | PLTHX vs PMTIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 64 | 10.88% | — | Jul 1996 | PLTHX vs SACAX |
Often Compared With PLTHX
Investors most often compare PLTHX with PLTZX, VOO, JRLVX. These 20 comparison targets span 7 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