PTBAX : Principal LifeTime 2020 Fund Class A

PTBAX is a Allocation Market Target-Date with MODERATE fees.

PTBAX

Principal LifeTime 2020 Fund Class A

FI Score

65 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

Different Funds

We found 9,682 Allocation Target-Date funds. Here they are ordered by FI Score.

Compare PTBAX vs AFEIX

65% FI Score
  • afeix
  • Mutual Fund
  • US Stocks
  • Large Blend

American Century Sustainable Equity Fund I Class

Expenses: 0.60% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why »

Compare PTBAX vs AGOZX

65% FI Score
  • agozx
  • Mutual Fund
  • US Stocks
  • Small Growth

Alger Small Cap Focus Fund Class Z

Expenses: 0.86% (Better than 1% of similar funds)

This is an OK choice for a Small Growth US Stocks fund. See why »

Compare PTBAX vs AIBAX

65% FI Score
  • aibax
  • Mutual Fund
  • Bond
  • High Yield Bond

American Funds Intermediate Bond Fund of America® Class A

Expenses: 0.63% (Better than 1% of similar funds)

This is an OK choice for a High Yield Bond Bond fund. See why »

Compare PTBAX vs MNTRX

65% FI Score
  • mntrx
  • Mutual Fund
  • Bond
  • Total US Bond Market

Wells Fargo Core Bond Fund - Class Admin

Expenses: 0.70% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare PTBAX vs ODVIX

65% FI Score
  • odvix
  • Mutual Fund
  • International Stocks
  • Emerging Markets

Invesco Oppenheimer Developing Markets Fund Class R6

Expenses: 0.83% (Better than 1% of similar funds)

This is an OK choice for a Emerging Markets International Stocks fund. See why »

Compare PTBAX vs PBYMX

65% FI Score
  • pbymx
  • Mutual Fund
  • Bond
  • Municipal Bond

Pioneer AMT-Free Municipal Fund Class Y

Expenses: 0.55% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare PTBAX vs MCOIX

65% FI Score
  • mcoix
  • Mutual Fund
  • Bond
  • Municipal Bond

MainStay MacKay California Tax Free Opportunities Fund Class I

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a Municipal Bond Bond fund. See why »

Compare PTBAX vs MCHI

65% FI Score
  • mchi
  • ETF
  • International Stocks
  • China Stock

iShares MSCI China ETF

Expenses: 0.59% (Better than 1% of similar funds)

This is an OK choice for a China Stock International Stocks fund. See why »

Compare PTBAX vs BYLD

65% FI Score
  • byld
  • ETF
  • Bond
  • Total US Bond Market

iShares Yield Optimized Bond ETF

Expenses: 0.20% (Better than 1% of similar funds)

This is an OK choice for a Total US Bond Market Bond fund. See why »

Compare PTBAX vs CMGIX

65% FI Score
  • cmgix
  • Mutual Fund
  • US Stocks
  • Mid-Cap Growth

BlackRock Mid-Cap Growth Equity Portfolio Institutional Shares

Expenses: 0.80% (Better than 1% of similar funds)

This is an OK choice for a Mid-Cap Growth US Stocks fund. See why »

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