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 Conservative Balanced Portfolio cheaper | 87% | 0.67% | Principal Global Investors, LLC |
| 2 | SAM Flexible Income Portfolio · SAUPX, SCUPX, PIFIX, PFIPX, PFIFX, PFIJX | 81% | 0.73% | Principal Global Investors, LLC |
| 3 | SAM Balanced Portfolio · SABPX, SCBPX, PSBIX, PBAPX, PSBFX, PSAJX | 77% | 0.75% | Principal Global Investors, LLC |
| 4 | SAM Flexible Income Portfolio cheaper | 74% | 0.65% | Principal Global Investors, LLC |
| 5 | SAM Balanced Portfolio cheaper | 68% | 0.70% | Principal Global Investors, LLC |
| 6 | SAM Conservative Growth Portfolio · SAGPX, SCGPX, PCWIX, PCWPX, PCGJX, PCGPX | 59% | 0.79% | Principal Global Investors, LLC |
| 7 | SAM Conservative Growth Portfolio | 52% | 0.73% | Principal Global Investors, LLC |
| 8 | Principal LifeTime 2030 Account cheaper | 49% | 0.52% | Principal Global Investors, LLC |
| 9 | Principal LifeTime 2030 Fund · PTCMX, PTCPX, PMTIX, PLTJX, PTCAX cheaper | 49% | 0.51% | Principal Global Investors, LLC |
| 10 | Principal LifeTime 2025 Fund · LTSTX, LTVPX, LTPDX cheaper | 48% | 0.49% | Principal Global Investors, LLC |
| 11 | Principal LifeTime 2020 Account cheaper | 47% | 0.50% | Principal Global Investors, LLC |
| 12 | Principal LifeTime 2020 Fund · PTBMX, PTBPX, PLWIX, PLFJX, PTBAX cheaper | 47% | 0.48% | Principal Global Investors, LLC |
| 13 | Principal LifeTime Strategic Income Account cheaper | 46% | 0.50% | Principal Global Investors, LLC |
| 14 | Principal LifeTime Strategic Income Fund · PLSMX, PLSPX, PLSIX, PLSJX, PALTX cheaper | 46% | 0.46% | Principal Global Investors, LLC |
| 15 | Principal LifeTime 2015 Fund · LTINX, LTAPX, LTPFX cheaper | 46% | 0.49% | Principal Global Investors, LLC |
| 16 | SAM Strategic Growth Portfolio · SACAX, SWHCX, PSWIX, PSGPX, PSGFX, PSWJX | 46% | 0.82% | Principal Global Investors, LLC |
| 17 | Principal LifeTime 2035 Fund · LTAOX, LTPEX, LTIUX cheaper | 42% | 0.53% | Principal Global Investors, LLC |
| 18 | SAM Strategic Growth Portfolio | 39% | 0.75% | Principal Global Investors, LLC |
| 19 | Principal LifeTime 2040 Account cheaper | 38% | 0.58% | Principal Global Investors, LLC |
| 20 | Principal LifeTime 2040 Fund · PTDMX, PTDPX, PTDIX, PTDJX, PTDAX cheaper | 38% | 0.55% | Principal Global Investors, LLC |
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