Principal LifeTime 2055 Fund (LTFIX) belongs to the Target Retirement Date category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with LTFIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LTFIX
LTFIX charges 0.01% annually. No mutual funds in the Target Retirement Date category have lower expense ratios; the lowest-cost alternatives shown here go as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | — | Feb 2008 | LTFIX vs LTIUX | |
| Principal LifeTime 2025 Fund | 0.01% | — | Feb 2008 | LTFIX vs LTSTX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LTFIX vs LTRIX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LTFIX vs PPLIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LTFIX vs PTDIX |
Best Risk-Adjusted Alternatives to LTFIX
LTFIX has a PortfoliosLab risk / return rank of 41. There are 638 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 86.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement 2020 Fund | 86 | — | Dec 2007 | LTFIX vs FIRVX | |
| Fidelity Managed Retirement Income Fund Class K | 86 | — | Aug 2019 | LTFIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 86 | — | Aug 2019 | LTFIX vs FRHMX | |
| Putnam Retirement Advantage Maturity Fund | 85 | — | Dec 2019 | LTFIX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LTFIX vs FRAMX |
Top Performing LTFIX Alternatives (YTD)
LTFIX is at 8.81% YTD. There are 337 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 15,640,638.04%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Managed Retirement Income Fund Class K | 15,640,638.04% | — | Aug 2019 | LTFIX vs FRKMX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LTFIX vs FRAMX | |
| Fidelity Managed Retirement Income Fund Class K6 | 1,464,383.96% | — | Aug 2019 | LTFIX vs FRHMX | |
| Fidelity Managed Retirement 2020 Fund | 1,440,933.92% | — | Dec 2007 | LTFIX vs FIRVX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | LTFIX vs FVTKX |
Lowest Volatility Alternatives to LTFIX
LTFIX has 12.65% 1-year volatility. There are 487 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.50%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.50% | — | Nov 2015 | LTFIX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LTFIX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LTFIX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LTFIX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.35% | — | Oct 2009 | LTFIX vs FIKFX |
Lowest Drawdown Alternatives to LTFIX
LTFIX has a 1-year max drawdown of -8.71%. There are 430 mutual funds in the Target Retirement Date category with shallower 1-year drawdowns, going as shallow as -2.61%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.61% | — | Nov 2015 | LTFIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LTFIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LTFIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LTFIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LTFIX vs FRKMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -4.51% | — | Dec 2000 | LTFIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.43% | — | Dec 2000 | LTFIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 10.23% | — | Nov 1986 | LTFIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.89% | — | Jun 2012 | LTFIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | LTFIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 11.05% | — | Jul 1996 | LTFIX vs SACAX | |
| Principal LifeTime 2030 Fund | Target Retirement Date | 44 | 5.46% | — | Feb 2001 | LTFIX vs PMTIX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.11% | — | Dec 2000 | LTFIX vs PSSMX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 41 | 8.82% | — | Feb 2013 | LTFIX vs PLTZX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 62 | 10.55% | — | Sep 2014 | LTFIX vs PLTNX |
Often Compared With LTFIX
Investors most often compare LTFIX with FXAIX, WFSPX, VIGRX. These 20 comparison targets span 4 categories, based on PortfoliosLab usage data.
Compare LTFIX with Any Fund or Stock
Compare LTFIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTFIX with funds that move differently
Principal LifeTime 2055 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTFIX.
Explore LTFIX Diversifiers