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 Hybrid 2020 Fund · PHTTX, PLTTX, PHJTX | 93% | 0.31% | Principal Global Investors, LLC |
| 2 | Principal LifeTime Hybrid 2030 Fund · PHTNX, PLZTX, PHJNX cheaper | 91% | 0.29% | Principal Global Investors, LLC |
| 3 | Principal LifeTime Hybrid Income Fund · PHTFX, PLTYX, PHJFX | 87% | 0.31% | Principal Global Investors, LLC |
| 4 | Principal LifeTime Hybrid 2015 Fund · PHTMX, PLRRX, PHJMX | 87% | 0.31% | Principal Global Investors, LLC |
| 5 | Principal LifeTime Hybrid 2035 Fund · PHTJX, PLRTX, PHJJX cheaper | 82% | 0.29% | Principal Global Investors, LLC |
| 6 | Principal LifeTime Hybrid 2040 Fund · PLTQX, PLMTX, PHJEX | 71% | 0.31% | Principal Global Investors, LLC |
| 7 | Principal LifeTime Hybrid 2045 Fund · PHTYX, PLNTX, PHJYX | 62% | 0.32% | Principal Global Investors, LLC |
| 8 | Principal LifeTime Hybrid 2050 Fund · PHTUX, PLJTX, PHJUX | 55% | 0.33% | Principal Global Investors, LLC |
| 9 | Principal LifeTime Hybrid 2070 Fund · PLKJX, PLKRX, PLKSX | 52% | 0.33% | Principal Global Investors, LLC |
| 10 | Principal LifeTime Hybrid 2060 Fund · PLTHX, PLKTX, PHJGX | 52% | 0.33% | Principal Global Investors, LLC |
| 11 | Principal LifeTime Hybrid 2065 Fund · PLHHX, PLHRX, PHJDX | 52% | 0.33% | Principal Global Investors, LLC |
| 12 | Principal LifeTime Hybrid 2055 Fund · PLTNX, PLHTX, PHJBX | 52% | 0.33% | Principal Global Investors, LLC |
| 13 | Principal LifeTime 2025 Fund · LTSTX, LTVPX, LTPDX | 51% | 0.49% | Principal Global Investors, LLC |
| 14 | Principal LifeTime 2030 Fund · PTCMX, PTCPX, PMTIX, PLTJX, PTCAX | 48% | 0.51% | Principal Global Investors, LLC |
| 15 | Principal LifeTime 2030 Account | 48% | 0.52% | Principal Global Investors, LLC |
| 16 | Principal LifeTime 2020 Fund · PTBMX, PTBPX, PLWIX, PLFJX, PTBAX | 47% | 0.48% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2020 Account | 46% | 0.50% | Principal Global Investors, LLC |
| 18 | Principal LifeTime 2055 Fund · LTFDX, LTFPX, LTFIX | 46% | 0.59% | Principal Global Investors, LLC |
| 19 | Principal LifeTime 2060 Fund · PLTAX, PLTCX, PLTOX, PLTZX | 46% | 0.59% | Principal Global Investors, LLC |
| 20 | Principal LifeTime 2065 Fund · PLJIX, PLJCX, PLJEX | 46% | 0.61% | Principal Global Investors, LLC |
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