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 2055 Fund | 0.01% | — | Feb 2008 | LTIUX vs LTFIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LTIUX vs PMTIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LTIUX vs JIEHX | |
| Principal LifeTime 2060 Fund | 0.01% | — | Feb 2013 | LTIUX vs PLTZX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LTIUX vs LTRIX |
Best Risk-Adjusted Alternatives to LTIUX
LTIUX has a PortfoliosLab risk / return rank of 46. There are 629 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 87 | — | Dec 2019 | LTIUX vs PADLX | |
| State Street Target Retirement Fund | 86 | — | Sep 2014 | LTIUX vs SSFNX | |
| State Street Target Retirement 2025 Fund | 84 | — | Sep 2014 | LTIUX vs SSBRX | |
| Prudential Day One Income Fund | 83 | — | Dec 2016 | LTIUX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | LTIUX vs TDIFX |
Top Performing LTIUX Alternatives (YTD)
LTIUX is at 6.02% YTD. There are 490 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 13.50%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Flex Freedom Blend 2060 Fund | 13.50% | — | Jun 2017 | LTIUX vs FWLSX | |
| Fidelity Flex Freedom Blend 2065 Fund | 13.45% | — | Jun 2019 | LTIUX vs FDFPX | |
| Fidelity Flex Freedom Blend 2055 Fund | 13.40% | — | Jun 2017 | LTIUX vs FQLSX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.38% | — | Aug 2014 | LTIUX vs FVTKX | |
| Fidelity Freedom® 2070 Fund Class K6 | 13.36% | — | Jun 2024 | LTIUX vs FRBHX |
Lowest Volatility Alternatives to LTIUX
LTIUX has 8.64% 1-year volatility. There are 273 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.33%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.33% | — | Nov 2015 | LTIUX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.00% | — | Oct 2009 | LTIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.02% | — | Oct 2009 | LTIUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | 4.15% | — | Aug 2019 | LTIUX vs FRQHX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.16% | — | Aug 2007 | LTIUX vs FRQAX |
Lowest Drawdown Alternatives to LTIUX
LTIUX has a 1-year max drawdown of -6.57%. There are 257 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 Income Fund Investor Class | -3.32% | — | Oct 2009 | LTIUX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LTIUX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | — | Aug 2019 | LTIUX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K | -3.42% | — | Aug 2019 | LTIUX vs FRKMX |
Other Mutual Funds from Principal
The 10 most viewed Principal mutual funds shown here include PCBIX, PLGIX, CMNWX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -8.74% | — | Dec 2000 | LTIUX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 10 | 4.49% | — | Dec 2000 | LTIUX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 9.93% | — | Nov 1986 | LTIUX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 4 | -1.61% | — | Jun 2012 | LTIUX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.41% | — | Oct 2011 | LTIUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 54 | 10.88% | — | Jul 1996 | LTIUX vs SACAX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 50 | 14.99% | — | Dec 2000 | LTIUX vs PSSMX | |
| Principal Equity Income Fund | Large Cap Value Equities | 57 | 8.30% | — | May 1939 | LTIUX vs PQIAX | |
| Principal LifeTime Hybrid 2060 Fund | Target Retirement Date | 64 | 10.78% | — | Sep 2014 | LTIUX vs PLTHX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 64 | 10.76% | — | Sep 2014 | LTIUX vs PLTNX |
Often Compared With LTIUX
Investors most often compare LTIUX with VTTHX, FIRFX, TBLGX. 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