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 | |
|---|---|---|---|---|---|
| American Funds 2065 Target Date Retirement Fund | 0.01% | — | Mar 2020 | LTIUX vs FCQTX | |
| Principal LifeTime 2050 Fund | 0.01% | — | Feb 2001 | LTIUX vs PPLIX | |
| John Hancock Funds Multi-Index 2060 Lifetime Portf... | 0.01% | — | Mar 2016 | LTIUX vs JIEHX | |
| 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 41. There are 622 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 | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 86 | — | Dec 2019 | LTIUX vs PADLX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LTIUX vs FRAMX | |
| State Street Target Retirement Fund | 84 | — | Sep 2014 | LTIUX vs SSFNX | |
| Prudential Day One Income Fund | 82 | — | Dec 2016 | LTIUX vs PDAHX | |
| Dimensional Retirement Income Fund | 81 | — | Nov 2015 | LTIUX vs TDIFX |
Top Performing LTIUX Alternatives (YTD)
LTIUX is at 5.50% YTD. There are 481 mutual funds in the Target Retirement Date category with higher YTD returns, going as high as 1,644,791.35%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Advisor Managed Retirement Income Fund Cl... | 1,644,791.35% | — | Aug 2007 | LTIUX vs FRAMX | |
| USAA Target Retirement 2060 Fund | 12.78% | — | Jul 2013 | LTIUX vs URSIX | |
| Fidelity Flex Freedom Blend 2060 Fund | 12.62% | — | Jun 2017 | LTIUX vs FWLSX | |
| Fidelity Freedom 2065 Fund Class K6 | 12.58% | — | Jun 2019 | LTIUX vs FFSZX | |
| Fidelity Freedom 2055 Fund Class K6 | 12.56% | — | Jun 2011 | LTIUX vs FCTKX |
Lowest Volatility Alternatives to LTIUX
LTIUX has 9.20% 1-year volatility. There are 255 mutual funds in the Target Retirement Date category with lower 1-year volatility, going as low as 3.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Dimensional Retirement Income Fund | 3.51% | — | Nov 2015 | LTIUX vs TDIFX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LTIUX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LTIUX vs FRQIX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LTIUX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | LTIUX vs FIKFX |
Lowest Drawdown Alternatives to LTIUX
LTIUX has a 1-year max drawdown of -6.57%. There are 239 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 Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | LTIUX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | LTIUX vs FRIMX |
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 | -4.46% | — | Dec 2000 | LTIUX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 6 | 1.06% | — | Dec 2000 | LTIUX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 49 | 9.64% | — | Nov 1986 | LTIUX vs CMNWX | |
| Principal LifeTime 2055 Fund | Target Retirement Date | 39 | 8.01% | — | Feb 2008 | LTIUX vs LTFIX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -1.87% | — | Jun 2012 | LTIUX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.58% | — | Oct 2011 | LTIUX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 52 | 10.41% | — | Jul 1996 | LTIUX vs SACAX | |
| Principal LifeTime 2045 Fund | Target Retirement Date | 40 | 7.15% | — | Feb 2008 | LTIUX vs LTRIX | |
| Principal LifeTime 2060 Fund | Target Retirement Date | 40 | 8.02% | — | Feb 2013 | LTIUX vs PLTZX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 68 | 20.64% | — | Dec 2000 | LTIUX vs PSSMX |
Often Compared With LTIUX
Investors most often compare LTIUX with VTTHX, TBLEX, 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