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 2030 Account | 98% | 0.52% | Principal Global Investors, LLC |
| 2 | Principal LifeTime 2025 Fund · LTSTX, LTVPX, LTPDX cheaper | 91% | 0.49% | Principal Global Investors, LLC |
| 3 | Principal LifeTime 2035 Fund · LTAOX, LTPEX, LTIUX | 90% | 0.53% | Principal Global Investors, LLC |
| 4 | Principal LifeTime 2020 Fund · PTBMX, PTBPX, PLWIX, PLFJX, PTBAX cheaper | 84% | 0.48% | Principal Global Investors, LLC |
| 5 | Principal LifeTime 2020 Account cheaper | 83% | 0.50% | Principal Global Investors, LLC |
| 6 | Principal LifeTime 2040 Account | 81% | 0.58% | Principal Global Investors, LLC |
| 7 | Principal LifeTime 2040 Fund · PTDMX, PTDPX, PTDIX, PTDJX, PTDAX | 80% | 0.55% | Principal Global Investors, LLC |
| 8 | Principal LifeTime 2015 Fund · LTINX, LTAPX, LTPFX cheaper | 79% | 0.49% | Principal Global Investors, LLC |
| 9 | Principal LifeTime Strategic Income Fund · PLSMX, PLSPX, PLSIX, PLSJX, PALTX cheaper | 79% | 0.46% | Principal Global Investors, LLC |
| 10 | Principal LifeTime Strategic Income Account cheaper | 77% | 0.50% | Principal Global Investors, LLC |
| 11 | Principal LifeTime 2045 Fund · LTRVX, LTRDX, LTRIX | 71% | 0.57% | Principal Global Investors, LLC |
| 12 | Principal LifeTime 2050 Account | 64% | 0.62% | Principal Global Investors, LLC |
| 13 | Principal LifeTime 2050 Fund · PTERX, PTEFX, PPLIX, PFLJX, PPEAX | 63% | 0.59% | Principal Global Investors, LLC |
| 14 | Principal LifeTime 2060 Account | 61% | 0.64% | Principal Global Investors, LLC |
| 15 | Principal LifeTime 2070 Fund · PLTGX, PLTFX, PLTDX, PLTLX | 61% | 0.63% | Principal Global Investors, LLC |
| 16 | Principal LifeTime 2060 Fund · PLTAX, PLTCX, PLTOX, PLTZX | 61% | 0.59% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2065 Fund · PLJIX, PLJCX, PLJEX | 61% | 0.61% | Principal Global Investors, LLC |
| 18 | Principal LifeTime 2055 Fund · LTFDX, LTFPX, LTFIX | 61% | 0.59% | Principal Global Investors, LLC |
| 19 | Principal LifeTime Hybrid 2030 Fund · PHTNX, PLZTX, PHJNX cheaper | 51% | 0.29% | Principal Global Investors, LLC |
| 20 | SAM Flexible Income Portfolio · SAUPX, SCUPX, PIFIX, PFIPX, PFIFX, PFIJX | 50% | 0.73% | Principal Global Investors, LLC |
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