Principal LifeTime Hybrid 2030 Fund R-6 (PLZTX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to PLZTX
PLZTX charges 0.33% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among PLZTX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | PLZTX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | PLZTX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | PLZTX vs JLKYX | |
| Principal LifeTime 2045 Fund | 0.01% | Feb 28, 2008 | PLZTX vs LTRIX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | PLZTX vs FCQTX |
Best Risk-Adjusted Alternatives to PLZTX
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 | PLZTX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | PLZTX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | PLZTX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | PLZTX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | PLZTX vs FRHMX |
Top Performing PLZTX Alternatives (YTD)
PLZTX 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 | PLZTX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | PLZTX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | PLZTX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | PLZTX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | PLZTX vs FYTKX |
Lowest Volatility Alternatives to PLZTX
PLZTX 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 | PLZTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | PLZTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | PLZTX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | PLZTX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.59% | Aug 30, 2007 | PLZTX vs FRAMX |
Lowest Drawdown Alternatives to PLZTX
PLZTX 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 | PLZTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | PLZTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | PLZTX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | PLZTX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | PLZTX vs FRHMX |
Other Mutual Funds from Principal Funds
Most popular Principal Funds mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 45 | -7.11% | Feb 2, 2001 | PLZTX vs PLSAX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -12.93% | Nov 22, 2016 | PLZTX vs PMAQX | |
| Principal Diversified Income Fund | Multisector Bonds | 27 | -2.19% | Dec 14, 2008 | PLZTX vs PGDIX | |
| Principal Government & High Quality Bond Fund | Government Bonds | 49 | -0.30% | May 3, 1984 | PLZTX vs CMPGX | |
| Principal Diversified Select Real Asset Fund | Global Allocation | 86 | 3.24% | Jul 2, 2019 | PLZTX vs PDSYX |
Compare PLZTX with Any Fund or Stock
Compare PLZTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.