Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) 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 PLZTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to PLZTX
PLZTX charges 0.33% annually. There are 264 mutual funds in the Target Retirement Date category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | PLZTX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | PLZTX vs FCQTX | |
| Principal LifeTime 2020 Fund | 0.01% | — | Feb 2001 | PLZTX vs PLWIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | — | Mar 2014 | PLZTX vs JLKYX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | PLZTX vs LTSTX |
Best Risk-Adjusted Alternatives to PLZTX
PLZTX has a PortfoliosLab risk / return rank of 65. There are 279 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 | PLZTX vs SSFNX | |
| USAA Target Retirement Income Fund | 85 | — | Jul 2008 | PLZTX vs URINX | |
| Prudential Day One Income Fund | 85 | — | Dec 2016 | PLZTX vs PDAHX | |
| State Street Target Retirement 2025 Fund | 83 | — | Sep 2014 | PLZTX vs SSBRX | |
| USAA Target Retirement 2030 Fund | 83 | — | Jul 2008 | PLZTX vs URTRX |
Top Performing PLZTX Alternatives (YTD)
PLZTX is at 6.19% YTD. There are 444 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 | PLZTX vs URSIX | |
| USAA Target Retirement 2050 Fund | 13.05% | — | Jul 2008 | PLZTX vs URFFX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.89% | — | Jun 2017 | PLZTX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 12.86% | — | Jun 2019 | PLZTX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 12.80% | — | Jun 2017 | PLZTX vs FQLSX |
Lowest Volatility Alternatives to PLZTX
PLZTX has 8.44% 1-year volatility. There are 201 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 | PLZTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.43% | — | Oct 2009 | PLZTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.46% | — | Oct 2009 | PLZTX vs FFGZX | |
| MFS Lifetime Income Fund | 4.50% | — | Sep 2005 | PLZTX vs MLLIX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | PLZTX vs DRIQX |
Lowest Drawdown Alternatives to PLZTX
PLZTX has a 1-year max drawdown of -5.73%. There are 177 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 | PLZTX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | PLZTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | PLZTX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | PLZTX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | PLZTX 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 | PLZTX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 56 | 9.95% | — | Feb 2001 | PLZTX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 5 | -0.62% | — | Dec 2000 | PLZTX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -4.40% | — | Nov 2016 | PLZTX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 47 | 9.10% | — | Feb 2008 | PLZTX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 39 | 8.52% | — | Nov 1986 | PLZTX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | 0.00% | — | Jun 2012 | PLZTX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 5.92% | — | Oct 2011 | PLZTX vs PSMIX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 47 | 8.14% | — | Feb 2008 | PLZTX vs LTRIX | |
| Principal LifeTime 2040 Fund | Target Retirement Date | 46 | 7.20% | — | Feb 2001 | PLZTX vs PTDIX |
Often Compared With PLZTX
Investors most often compare PLZTX with PGDIX, CMPGX, PDSYX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare PLZTX with Any Fund or Stock
Compare PLZTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair PLZTX with funds that move differently
Principal LifeTime Hybrid 2030 Fund R-6 alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to PLZTX.
Explore PLZTX Diversifiers