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 2065 Fund · PLJIX, PLJCX, PLJEX | 100% | 0.61% | Principal Global Investors, LLC |
| 2 | Principal LifeTime 2070 Fund · PLTGX, PLTFX, PLTDX, PLTLX | 100% | 0.63% | Principal Global Investors, LLC |
| 3 | Principal LifeTime 2055 Fund · LTFDX, LTFPX, LTFIX | 100% | 0.59% | Principal Global Investors, LLC |
| 4 | Principal LifeTime 2060 Account | 98% | 0.64% | Principal Global Investors, LLC |
| 5 | Principal LifeTime 2050 Fund · PTERX, PTEFX, PPLIX, PFLJX, PPEAX | 98% | 0.59% | Principal Global Investors, LLC |
| 6 | Principal LifeTime 2050 Account | 97% | 0.62% | Principal Global Investors, LLC |
| 7 | Principal LifeTime 2045 Fund · LTRVX, LTRDX, LTRIX cheaper | 90% | 0.57% | Principal Global Investors, LLC |
| 8 | Principal LifeTime 2040 Fund · PTDMX, PTDPX, PTDIX, PTDJX, PTDAX cheaper | 81% | 0.55% | Principal Global Investors, LLC |
| 9 | Principal LifeTime 2040 Account cheaper | 80% | 0.58% | Principal Global Investors, LLC |
| 10 | Principal LifeTime 2035 Fund · LTAOX, LTPEX, LTIUX cheaper | 70% | 0.53% | Principal Global Investors, LLC |
| 11 | Principal LifeTime Hybrid 2055 Fund · PLTNX, PLHTX, PHJBX cheaper | 63% | 0.33% | Principal Global Investors, LLC |
| 12 | Principal LifeTime Hybrid 2060 Fund · PLTHX, PLKTX, PHJGX cheaper | 63% | 0.33% | Principal Global Investors, LLC |
| 13 | Principal LifeTime Hybrid 2065 Fund · PLHHX, PLHRX, PHJDX cheaper | 63% | 0.33% | Principal Global Investors, LLC |
| 14 | Principal LifeTime Hybrid 2070 Fund · PLKJX, PLKRX, PLKSX cheaper | 63% | 0.33% | Principal Global Investors, LLC |
| 15 | Principal LifeTime Hybrid 2050 Fund · PHTUX, PLJTX, PHJUX cheaper | 62% | 0.33% | Principal Global Investors, LLC |
| 16 | Principal LifeTime 2030 Fund · PTCMX, PTCPX, PMTIX, PLTJX, PTCAX cheaper | 61% | 0.51% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2030 Account cheaper | 60% | 0.52% | Principal Global Investors, LLC |
| 18 | Principal LifeTime Hybrid 2045 Fund · PHTYX, PLNTX, PHJYX cheaper | 59% | 0.32% | Principal Global Investors, LLC |
| 19 | Principal LifeTime Hybrid 2040 Fund · PLTQX, PLMTX, PHJEX cheaper | 56% | 0.31% | Principal Global Investors, LLC |
| 20 | Principal LifeTime Hybrid 2035 Fund · PHTJX, PLRTX, PHJJX cheaper | 52% | 0.29% | Principal Global Investors, LLC |
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