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 38 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 2045 Fund | 0.01% | — | Feb 2008 | PLTNX vs LTRIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | PLTNX vs PTDIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLTNX vs JIEHX | |
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PLTNX vs JRLVX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PLTNX vs JLKYX |
Best Risk-Adjusted Alternatives to PLTNX
PLTNX has a PortfoliosLab risk / return rank of 66. There are 348 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | PLTNX vs PADLX | |
| Fidelity Managed Retirement 2020 Fund | 84 | — | Dec 2007 | PLTNX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 84 | — | Aug 2019 | PLTNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 84 | — | Aug 2007 | PLTNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | — | Aug 2019 | PLTNX vs FRHMX |
Top Performing PLTNX Alternatives (YTD)
PLTNX is at 10.60% YTD. There are 257 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 | PLTNX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | PLTNX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | PLTNX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | PLTNX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.76% | — | Aug 2014 | PLTNX vs FVTKX |
Lowest Volatility Alternatives to PLTNX
PLTNX has 12.75% 1-year volatility. There are 523 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.58%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.58% | — | Nov 2015 | PLTNX vs TDIFX | |
| MFS Lifetime 2025 Fund | 4.18% | — | Nov 2012 | PLTNX vs LTTIX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.31% | — | Oct 2009 | PLTNX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.32% | — | Oct 2009 | PLTNX vs FFGZX | |
| Fidelity Managed Retirement Income Fund | 4.36% | — | Aug 2007 | PLTNX vs FIRMX |
Lowest Drawdown Alternatives to PLTNX
PLTNX has a 1-year max drawdown of -8.66%. There are 432 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 Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | PLTNX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | — | Aug 2019 | PLTNX vs FRHMX |
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 | -6.91% | — | Dec 2000 | PLTNX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | 1.06% | — | Dec 2000 | PLTNX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 8.97% | — | Nov 1986 | PLTNX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -5.15% | — | Jun 2012 | PLTNX vs PBCKX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 46 | 8.64% | — | Feb 2008 | PLTNX vs LTFIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | PLTNX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 58 | 11.18% | — | Jul 1996 | PLTNX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 66 | 19.34% | — | Dec 2000 | PLTNX vs PSSMX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 48 | 5.32% | — | Feb 2001 | PLTNX vs PMTIX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 47 | 6.02% | — | Feb 2008 | PLTNX vs LTIUX |
Often Compared With PLTNX
Investors most often compare PLTNX with FXAIX, PHTUX, SWPPX. These 20 comparison targets span 9 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