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 | SAM Strategic Growth Portfolio · SACAX, SWHCX, PSWIX, PSGPX, PSGFX, PSWJX | 86% | 0.82% | Principal Global Investors, LLC |
| 2 | SAM Conservative Growth Portfolio cheaper | 85% | 0.73% | Principal Global Investors, LLC |
| 3 | SAM Balanced Portfolio · SABPX, SCBPX, PSBIX, PBAPX, PSBFX, PSAJX cheaper | 82% | 0.75% | Principal Global Investors, LLC |
| 4 | SAM Strategic Growth Portfolio cheaper | 74% | 0.75% | Principal Global Investors, LLC |
| 5 | SAM Balanced Portfolio cheaper | 70% | 0.70% | Principal Global Investors, LLC |
| 6 | SAM Conservative Balanced Portfolio · SAIPX, SCIPX, PCCIX, PCBPX, PCBFX, PCBJX cheaper | 59% | 0.73% | Principal Global Investors, LLC |
| 7 | SAM Conservative Balanced Portfolio cheaper | 51% | 0.67% | Principal Global Investors, LLC |
| 8 | SAM Flexible Income Portfolio · SAUPX, SCUPX, PIFIX, PFIPX, PFIFX, PFIJX cheaper | 42% | 0.73% | Principal Global Investors, LLC |
| 9 | SAM Flexible Income Portfolio cheaper | 37% | 0.65% | Principal Global Investors, LLC |
| 10 | Principal LifeTime 2050 Account cheaper | 33% | 0.62% | Principal Global Investors, LLC |
| 11 | Principal LifeTime 2045 Fund · LTRVX, LTRDX, LTRIX cheaper | 33% | 0.57% | Principal Global Investors, LLC |
| 12 | Principal LifeTime 2050 Fund · PTERX, PTEFX, PPLIX, PFLJX, PPEAX cheaper | 32% | 0.59% | Principal Global Investors, LLC |
| 13 | Principal LifeTime 2040 Account cheaper | 32% | 0.58% | Principal Global Investors, LLC |
| 14 | Principal LifeTime 2040 Fund · PTDMX, PTDPX, PTDIX, PTDJX, PTDAX cheaper | 32% | 0.55% | Principal Global Investors, LLC |
| 15 | Principal LifeTime 2060 Account cheaper | 31% | 0.64% | Principal Global Investors, LLC |
| 16 | Principal LifeTime 2065 Fund · PLJIX, PLJCX, PLJEX cheaper | 30% | 0.61% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2060 Fund · PLTAX, PLTCX, PLTOX, PLTZX cheaper | 30% | 0.59% | Principal Global Investors, LLC |
| 18 | Principal LifeTime 2070 Fund · PLTGX, PLTFX, PLTDX, PLTLX cheaper | 30% | 0.63% | Principal Global Investors, LLC |
| 19 | Principal LifeTime 2055 Fund · LTFDX, LTFPX, LTFIX cheaper | 30% | 0.59% | Principal Global Investors, LLC |
| 20 | Principal LifeTime 2030 Account cheaper | 30% | 0.52% | Principal Global Investors, LLC |
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