Principal LifeTime 2035 Fund (LTIUX) 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 LTIUX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LTIUX
LTIUX 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 2060 Fund | 0.01% | — | Feb 2013 | LTIUX vs PLTZX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LTIUX vs JIEHX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LTIUX vs FCQTX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LTIUX vs PMTIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LTIUX vs PTDIX |
Best Risk-Adjusted Alternatives to LTIUX
LTIUX has a PortfoliosLab risk / return rank of 52. There are 572 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 87.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| State Street Target Retirement Fund | 87 | — | Sep 2014 | LTIUX vs SSFNX | |
| USAA Target Retirement 2040 Fund | 86 | — | Jul 2008 | LTIUX vs URFRX | |
| USAA Target Retirement Income Fund | 86 | — | Jul 2008 | LTIUX vs URINX | |
| USAA Target Retirement 2050 Fund | 86 | — | Jul 2008 | LTIUX vs URFFX | |
| State Street Target Retirement 2025 Fund | 86 | — | Sep 2014 | LTIUX vs SSBRX |
Top Performing LTIUX Alternatives (YTD)
LTIUX is at 6.78% YTD. There are 457 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 14.49%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| USAA Target Retirement 2060 Fund | 14.49% | — | Jul 2013 | LTIUX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 14.31% | — | Jun 2017 | LTIUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 14.25% | — | Jun 2019 | LTIUX vs FDFPX | |
| Fidelity Freedom 2065 Fund Class K6 | 14.22% | — | Jun 2019 | LTIUX vs FFSZX | |
| Fidelity Freedom 2060 Fund Class K6 | 14.22% | — | Aug 2014 | LTIUX vs FVTKX |
Lowest Volatility Alternatives to LTIUX
LTIUX has 9.31% 1-year volatility. There are 245 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 | LTIUX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | 4.45% | — | Oct 2009 | LTIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.47% | — | Oct 2009 | LTIUX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | 4.51% | — | Nov 2015 | LTIUX vs DRIQX | |
| MFS Lifetime Income Fund | 4.52% | — | Sep 2005 | LTIUX vs MLLIX |
Lowest Drawdown Alternatives to LTIUX
LTIUX has a 1-year max drawdown of -6.57%. There are 228 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 | LTIUX vs TDIFX | |
| Fidelity Freedom Index Retirement Fund Investor Cl... | -3.32% | — | Oct 2009 | LTIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LTIUX vs FFGZX | |
| Dimensional 2015 Target Date Retirement Income Fun... | -3.47% | — | Nov 2015 | LTIUX vs DRIQX | |
| Putnam RetirementReady Maturity Fund | -3.50% | — | Oct 2004 | LTIUX vs PRMYX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLSAX, PLGIX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -2.78% | — | Dec 2000 | LTIUX vs PCBIX | |
| Principal LargeCap S&P 500 Index Fund Class A | S&P 500 | 72 | 11.59% | — | Feb 2001 | LTIUX vs PLSAX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 1.62% | — | Dec 2000 | LTIUX vs PLGIX | |
| Principal MidCap R6 | Mid Cap Growth Equities | 1 | -2.73% | — | Nov 2016 | LTIUX vs PMAQX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 56 | 10.13% | — | Feb 2008 | LTIUX vs LTFIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 9.98% | — | Nov 1986 | LTIUX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 5 | 2.76% | — | Jun 2012 | LTIUX vs PBCKX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 55 | 8.99% | — | Feb 2008 | LTIUX vs LTRIX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 97 | 6.09% | — | Oct 2011 | LTIUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 69 | 12.13% | — | Jul 1996 | LTIUX vs SACAX |
Often Compared With LTIUX
Investors most often compare LTIUX with VTTHX, TBLGX, TBLEX. These 20 comparison targets span 2 categories, based on PortfoliosLab usage data.
Compare LTIUX with Any Fund or Stock
Compare LTIUX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTIUX with funds that move differently
Principal LifeTime 2035 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTIUX.
Explore LTIUX Diversifiers