Principal LifeTime Hybrid 2055 Fund (PLTNX) 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 PLTNX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLTNX
PLTNX 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 | PLTNX vs PLWIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PLTNX vs PTDIX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | PLTNX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | PLTNX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PLTNX vs LTRIX |
Best Risk-Adjusted Alternatives to PLTNX
PLTNX has a PortfoliosLab risk / return rank of 62. There are 416 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 | PLTNX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | PLTNX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | PLTNX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | PLTNX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | PLTNX vs TDIFX |
Top Performing PLTNX Alternatives (YTD)
PLTNX is at 10.76% YTD. There are 240 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 | PLTNX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | PLTNX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | PLTNX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | PLTNX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | PLTNX vs FFSZX |
Lowest Volatility Alternatives to PLTNX
PLTNX has 12.94% 1-year volatility. There are 511 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 | PLTNX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | PLTNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | PLTNX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | PLTNX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | PLTNX vs FIKFX |
Lowest Drawdown Alternatives to PLTNX
PLTNX has a 1-year max drawdown of -8.66%. There are 414 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 | PLTNX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | PLTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLTNX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | PLTNX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | PLTNX vs FRIMX |
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 | -4.41% | — | Dec 2000 | PLTNX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.68% | — | Dec 2000 | PLTNX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | PLTNX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | PLTNX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | PLTNX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | PLTNX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 45 | 5.53% | — | Feb 2001 | PLTNX vs PMTIX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.25% | — | Feb 2008 | PLTNX vs LTIUX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.62% | — | Dec 2000 | PLTNX vs PSSMX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 41 | 8.79% | — | Feb 2001 | PLTNX vs PPLIX |
Often Compared With PLTNX
Investors most often compare PLTNX with FXAIX, PHTUX, SWPPX. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare PLTNX with Any Fund or Stock
Compare PLTNX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLTNX with funds that move differently
Principal LifeTime Hybrid 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLTNX.
Explore PLTNX Diversifiers