Principal LifeTime 2045 Fund (LTRIX) Alternatives
Principal LifeTime 2045 Fund (LTRIX) 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 LTRIX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to LTRIX
LTRIX charges 0.01% annually. Among mutual funds in the Target Retirement Date category, these options have the lowest expense ratios among LTRIX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Principal LifeTime 2035 Fund | 0.01% | Feb 28, 2008 | LTRIX vs LTIUX | |
| Principal LifeTime 2030 Fund | 0.01% | Feb 28, 2001 | LTRIX vs PMTIX | |
| John Hancock Funds Multi-Index 2055 Lifetime Portf... | 0.01% | Mar 25, 2014 | LTRIX vs JLKYX | |
| American Funds 2065 Target Date Retirement Fund | 0.01% | Mar 26, 2020 | LTRIX vs FCQTX | |
| Principal LifeTime 2025 Fund | 0.01% | Feb 28, 2008 | LTRIX vs LTSTX |
Best Risk-Adjusted Alternatives to LTRIX
Among mutual funds in the Target Retirement Date category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| USAA Target Retirement Income Fund | 86 | Jul 30, 2008 | LTRIX vs URINX | |
| Putnam Retirement Advantage Maturity Fund | 86 | Dec 30, 2019 | LTRIX vs PADLX | |
| Fidelity Freedom Income Fund Class K6 | 84 | Oct 17, 1996 | LTRIX vs FYTKX | |
| State Street Target Retirement Fund | 84 | Sep 29, 2014 | LTRIX vs SSFNX | |
| Fidelity Managed Retirement Income Fund Class K6 | 84 | Aug 1, 2019 | LTRIX vs FRHMX |
Top Performing LTRIX Alternatives (YTD)
LTRIX alternatives from the Target Retirement Date category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Prudential Day One Income Fund | 0.08% | Dec 12, 2016 | LTRIX vs PDAHX | |
| State Street Target Retirement Fund | -0.35% | Sep 29, 2014 | LTRIX vs SSFNX | |
| Dimensional Retirement Income Fund | -0.37% | Nov 1, 2015 | LTRIX vs TDIFX | |
| Prudential Day One 2020 Fund | -0.38% | Dec 12, 2016 | LTRIX vs PDDDX | |
| Fidelity Freedom Income Fund Class K6 | -0.40% | Oct 17, 1996 | LTRIX vs FYTKX |
Lowest Volatility Alternatives to LTRIX
LTRIX alternatives from the Target Retirement Date category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | 4.31% | Nov 1, 2015 | LTRIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.34% | Oct 2, 2009 | LTRIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | 4.35% | Oct 2, 2009 | LTRIX vs FFGZX | |
| Fidelity Managed Retirement Income Fund Class K | 4.58% | Aug 1, 2019 | LTRIX vs FRKMX | |
| Fidelity Managed Retirement Income Fund | 4.59% | Aug 30, 2007 | LTRIX vs FIRMX |
Lowest Drawdown Alternatives to LTRIX
LTRIX alternatives from the Target Retirement Date category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Dimensional Retirement Income Fund | -2.84% | Nov 1, 2015 | LTRIX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | Oct 2, 2009 | LTRIX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | Oct 2, 2009 | LTRIX vs FFGZX | |
| Fidelity Managed Retirement 2010 Fund Class K6 | -3.41% | Aug 1, 2019 | LTRIX vs FRQHX | |
| Fidelity Managed Retirement Income Fund Class K6 | -3.42% | Aug 1, 2019 | LTRIX vs FRHMX |
Other Mutual Funds from Principal
Most popular Principal mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Principal MidCap Fund Institutional Class | Mid Cap Growth Equities | 1 | -12.96% | Dec 6, 2000 | LTRIX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 8 | -14.91% | Dec 6, 2000 | LTRIX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 36 | -6.68% | Nov 24, 1986 | LTRIX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -15.72% | Jun 14, 2012 | LTRIX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 94 | 0.60% | Oct 23, 2011 | LTRIX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 45 | -3.93% | Jul 24, 1996 | LTRIX vs SACAX | |
| Principal Small-MidCap Dividend Income Fund | Mid Cap Value Equities | 32 | 1.44% | Jun 6, 2011 | LTRIX vs PMDIX | |
| Principal Equity Income Fund | Large Cap Value Equities | 54 | -0.22% | May 31, 1939 | LTRIX vs PQIAX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 57 | -4.53% | Sep 29, 2014 | LTRIX vs PLTNX | |
| Principal Global Real Estate Securities Fund | REIT | 15 | -0.73% | Sep 30, 2007 | LTRIX vs POSIX |
Often Compared With LTRIX
What investors most often compare with LTRIX, based on PortfoliosLab usage data.
Compare LTRIX with Any Fund or Stock
Compare LTRIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.