Principal LifeTime 2020 Fund (PLWIX) Alternatives
Principal LifeTime 2020 Fund (PLWIX) 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 PLWIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to PLWIX
PLWIX charges 0.01% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PLWIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PLWIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PLWIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | PLWIX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | PLWIX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | PLWIX vs FCQTX |
Best Risk-Adjusted Alternatives to PLWIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | PLWIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | PLWIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | PLWIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | PLWIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | PLWIX vs FRHMX |
Top Performing PLWIX Alternatives (YTD)
PLWIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | PLWIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | PLWIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | PLWIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | PLWIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | PLWIX vs FYTKX |
Lowest Volatility Alternatives to PLWIX
PLWIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | PLWIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | PLWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | PLWIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | PLWIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | PLWIX vs FRAMX |
Lowest Drawdown Alternatives to PLWIX
PLWIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | PLWIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PLWIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PLWIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PLWIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | PLWIX vs FRHMX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | PLWIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | PLWIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | PLWIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | PLWIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | PLWIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | PLWIX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | PLWIX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | PLWIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | PLWIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | PLWIX vs POSIX |
Often Compared With PLWIX
What investors most often compare with PLWIX, based on PortfoliosLab usage data.
Compare PLWIX with Any Fund or Stock
Compare PLWIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.