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 VMRGX

93% FI Score
  • vmrgx
  • Mutual Fund
  • US Stocks
  • Large Growth

Vanguard Morgan Growth Fund

Expenses: 0.04% (Better than 1% of similar funds)

This is a great choice for a Large Growth US Stocks fund. See why »

Compare PTBAX vs VHYAX

93% FI Score
  • vhyax
  • Mutual Fund
  • US Stocks
  • Large Value

Vanguard High Dividend Yield Index Fund Admiral

Expenses: 0.08% (Better than 1% of similar funds)

This is a great choice for a Large Value US Stocks fund. See why »

Compare PTBAX vs SCHZ

93% FI Score
  • schz
  • ETF
  • Bond
  • Total US Bond Market

Schwab U.S. Aggregate Bond ETF

Expenses: 0.04% (Better than 1% of similar funds)

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

Compare PTBAX vs SPY

93% FI Score
  • spy
  • ETF
  • US Stocks
  • Large Blend

SPDR S&P 500 ETF Trust

Expenses: 0.10% (Better than 1% of similar funds)

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

Compare PTBAX vs VBIIX

93% FI Score
  • vbiix
  • Mutual Fund
  • Bond
  • Total US Bond Market

Vanguard Intermediate-Term Bond Index Fund Investor Shares

Expenses: 0.15% (Better than 1% of similar funds)

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

Compare PTBAX vs VTAPX

93% FI Score
  • vtapx
  • Mutual Fund
  • Bond
  • Government Bond

Vanguard Short-Term Inflation-Protected Securities Index Fund Admiral Shares

Expenses: 0.06% (Better than 1% of similar funds)

This is a great choice for a Government Bond Bond fund. See why »

Compare PTBAX vs SWISX

93% FI Score
  • swisx
  • Mutual Fund
  • International Stocks
  • Large Blend

Schwab International Index Fund®

Expenses: 0.06% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

Compare PTBAX vs VGTSX

93% FI Score
  • vgtsx
  • Mutual Fund
  • International Stocks
  • Large Blend

Vanguard Total International Stock Index Fund Investor Shares

Expenses: 0.17% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

Compare PTBAX vs IEFA

92% FI Score
  • iefa
  • ETF
  • International Stocks
  • Large Blend

iShares Core MSCI EAFE ETF

Expenses: 0.07% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

Compare PTBAX vs FSGGX

92% FI Score
  • fsggx
  • Mutual Fund
  • International Stocks
  • Large Blend

Fidelity® Global ex U.S. Index Fund

Expenses: 0.06% (Better than 1% of similar funds)

This is a great choice for a Large Blend International Stocks fund. See why »

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