Principal LifeTime 2060 Fund (PLTZX) 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 PLTZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLTZX
PLTZX charges 0.01% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2045 Lifetime Portf... | 0.01% | — | Nov 2013 | PLTZX vs JRLVX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | PLTZX vs LTRIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLTZX vs JIEHX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | PLTZX vs PPLIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PLTZX vs FCQTX |
Best Risk-Adjusted Alternatives to PLTZX
PLTZX has a PortfoliosLab risk / return rank of 47. There are 591 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 | PLTZX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PLTZX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PLTZX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | PLTZX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | PLTZX vs URTRX |
Top Performing PLTZX Alternatives (YTD)
PLTZX is at 9.14% YTD. There are 282 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 | PLTZX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PLTZX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | PLTZX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | PLTZX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | PLTZX vs FQLSX |
Lowest Volatility Alternatives to PLTZX
PLTZX has 12.83% 1-year volatility. There are 464 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 | PLTZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | PLTZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | PLTZX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | PLTZX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | PLTZX vs DRIQX |
Lowest Drawdown Alternatives to PLTZX
PLTZX has a 1-year max drawdown of -8.70%. There are 412 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 | PLTZX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PLTZX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLTZX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PLTZX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PLTZX vs PRMYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 6 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.46% | — | Dec 2000 | PLTZX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 56 | 9.95% | — | Feb 2001 | PLTZX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -0.62% | — | Dec 2000 | PLTZX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -4.40% | — | Nov 2016 | PLTZX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 47 | 9.10% | — | Feb 2008 | PLTZX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 39 | 8.52% | — | Nov 1986 | PLTZX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | 0.00% | — | Jun 2012 | PLTZX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.92% | — | Oct 2011 | PLTZX vs PSMIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 7.20% | — | Feb 2001 | PLTZX vs PTDIX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 47 | 5.32% | — | Feb 2001 | PLTZX vs PMTIX |
Often Compared With PLTZX
Investors most often compare PLTZX with PLTHX, VOO, JLKYX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PLTZX with Any Fund or Stock
Compare PLTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLTZX with funds that move differently
Principal LifeTime 2060 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLTZX.
Explore PLTZX Diversifiers