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 2025 Fund · PHTQX, PLFTX, PHJQX | 91% | 0.30% | Principal Global Investors, LLC |
| 2 | Principal LifeTime Hybrid 2035 Fund · PHTJX, PLRTX, PHJJX | 90% | 0.29% | Principal Global Investors, LLC |
| 3 | Principal LifeTime Hybrid 2020 Fund · PHTTX, PLTTX, PHJTX | 84% | 0.31% | Principal Global Investors, LLC |
| 4 | Principal LifeTime Hybrid 2040 Fund · PLTQX, PLMTX, PHJEX | 80% | 0.31% | Principal Global Investors, LLC |
| 5 | Principal LifeTime Hybrid Income Fund · PHTFX, PLTYX, PHJFX | 79% | 0.31% | Principal Global Investors, LLC |
| 6 | Principal LifeTime Hybrid 2015 Fund · PHTMX, PLRRX, PHJMX | 78% | 0.31% | Principal Global Investors, LLC |
| 7 | Principal LifeTime Hybrid 2045 Fund · PHTYX, PLNTX, PHJYX | 71% | 0.32% | Principal Global Investors, LLC |
| 8 | Principal LifeTime Hybrid 2050 Fund · PHTUX, PLJTX, PHJUX | 63% | 0.33% | Principal Global Investors, LLC |
| 9 | Principal LifeTime Hybrid 2070 Fund · PLKJX, PLKRX, PLKSX | 61% | 0.33% | Principal Global Investors, LLC |
| 10 | Principal LifeTime Hybrid 2060 Fund · PLTHX, PLKTX, PHJGX | 61% | 0.33% | Principal Global Investors, LLC |
| 11 | Principal LifeTime Hybrid 2065 Fund · PLHHX, PLHRX, PHJDX | 61% | 0.33% | Principal Global Investors, LLC |
| 12 | Principal LifeTime Hybrid 2055 Fund · PLTNX, PLHTX, PHJBX | 61% | 0.33% | Principal Global Investors, LLC |
| 13 | Principal LifeTime 2030 Fund · PTCMX, PTCPX, PMTIX, PLTJX, PTCAX | 51% | 0.51% | Principal Global Investors, LLC |
| 14 | Principal LifeTime 2030 Account | 51% | 0.52% | Principal Global Investors, LLC |
| 15 | Principal LifeTime 2055 Fund · LTFDX, LTFPX, LTFIX | 49% | 0.59% | Principal Global Investors, LLC |
| 16 | Principal LifeTime 2070 Fund · PLTGX, PLTFX, PLTDX, PLTLX | 49% | 0.63% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2065 Fund · PLJIX, PLJCX, PLJEX | 49% | 0.61% | Principal Global Investors, LLC |
| 18 | Principal LifeTime 2060 Fund · PLTAX, PLTCX, PLTOX, PLTZX | 49% | 0.59% | Principal Global Investors, LLC |
| 19 | Principal LifeTime 2050 Fund · PTERX, PTEFX, PPLIX, PFLJX, PPEAX | 49% | 0.59% | Principal Global Investors, LLC |
| 20 | Principal LifeTime 2060 Account | 48% | 0.64% | Principal Global Investors, LLC |
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