Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Principal LifeTime 2015 Fund · LTINX, LTAPX, LTPFX | 100% | 0.49% | Principal Global Investors, LLC |
| 2 | Principal LifeTime Strategic Income Account | 98% | 0.50% | Principal Global Investors, LLC |
| 3 | Principal LifeTime 2020 Account | 95% | 0.50% | Principal Global Investors, LLC |
| 4 | Principal LifeTime 2020 Fund · PTBMX, PTBPX, PLWIX, PLFJX, PTBAX | 94% | 0.48% | Principal Global Investors, LLC |
| 5 | Principal LifeTime 2025 Fund · LTSTX, LTVPX, LTPDX | 87% | 0.49% | Principal Global Investors, LLC |
| 6 | Principal LifeTime 2030 Account | 80% | 0.52% | Principal Global Investors, LLC |
| 7 | Principal LifeTime 2030 Fund · PTCMX, PTCPX, PMTIX, PLTJX, PTCAX | 79% | 0.51% | Principal Global Investors, LLC |
| 8 | Principal LifeTime 2035 Fund · LTAOX, LTPEX, LTIUX | 70% | 0.53% | Principal Global Investors, LLC |
| 9 | Principal LifeTime 2040 Account | 59% | 0.58% | Principal Global Investors, LLC |
| 10 | Principal LifeTime 2040 Fund · PTDMX, PTDPX, PTDIX, PTDJX, PTDAX | 59% | 0.55% | Principal Global Investors, LLC |
| 11 | Principal LifeTime Hybrid Income Fund · PHTFX, PLTYX, PHJFX cheaper | 53% | 0.31% | Principal Global Investors, LLC |
| 12 | Principal LifeTime Hybrid 2015 Fund · PHTMX, PLRRX, PHJMX cheaper | 53% | 0.31% | Principal Global Investors, LLC |
| 13 | SAM Flexible Income Portfolio · SAUPX, SCUPX, PIFIX, PFIPX, PFIFX, PFIJX | 51% | 0.73% | Principal Global Investors, LLC |
| 14 | Principal LifeTime 2045 Fund · LTRVX, LTRDX, LTRIX | 49% | 0.57% | Principal Global Investors, LLC |
| 15 | Principal LifeTime Hybrid 2020 Fund · PHTTX, PLTTX, PHJTX cheaper | 49% | 0.31% | Principal Global Investors, LLC |
| 16 | SAM Flexible Income Portfolio | 48% | 0.65% | Principal Global Investors, LLC |
| 17 | SAM Conservative Balanced Portfolio · SAIPX, SCIPX, PCCIX, PCBPX, PCBFX, PCBJX | 46% | 0.73% | Principal Global Investors, LLC |
| 18 | Principal LifeTime Hybrid 2025 Fund · PHTQX, PLFTX, PHJQX cheaper | 43% | 0.30% | Principal Global Investors, LLC |
| 19 | SAM Conservative Balanced Portfolio | 42% | 0.67% | Principal Global Investors, LLC |
| 20 | Principal LifeTime 2050 Account | 42% | 0.62% | Principal Global Investors, LLC |
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