Principal LifeTime 2025 Fund (LTSTX) 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 LTSTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to LTSTX
LTSTX 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 | LTSTX vs PLTZX | |
| Principal LifeTime 2055 Fund | 0.01% | — | Feb 2008 | LTSTX vs LTFIX | |
| Principal LifeTime 2045 Fund | 0.01% | — | Feb 2008 | LTSTX vs LTRIX | |
| Principal LifeTime 2030 Fund | 0.01% | — | Feb 2001 | LTSTX vs PMTIX | |
| Principal LifeTime 2040 Fund | 0.01% | — | Feb 2001 | LTSTX vs PTDIX |
Best Risk-Adjusted Alternatives to LTSTX
LTSTX has a PortfoliosLab risk / return rank of 45. There are 619 mutual funds in the Target Retirement Date category with higher risk-adjusted ranks, going as high as 89.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Putnam Retirement Advantage Maturity Fund | 89 | — | Dec 2019 | LTSTX vs PADLX | |
| State Street Target Retirement Fund | 87 | — | Sep 2014 | LTSTX vs SSFNX | |
| Prudential Day One Income Fund | 86 | — | Dec 2016 | LTSTX vs PDAHX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 85 | — | Aug 2007 | LTSTX vs FRAMX | |
| Dimensional Retirement Income Fund | 85 | — | Nov 2015 | LTSTX vs TDIFX |
Top Performing LTSTX Alternatives (YTD)
LTSTX is at 4.83% YTD. There are 577 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 | LTSTX vs FRAMX | |
| Fidelity Freedom 2060 Fund Class K6 | 13.86% | — | Aug 2014 | LTSTX vs FVTKX | |
| Fidelity Flex Freedom Blend 2060 Fund | 13.84% | — | Jun 2017 | LTSTX vs FWLSX | |
| Fidelity Freedom 2055 Fund Class K6 | 13.83% | — | Jun 2011 | LTSTX vs FCTKX | |
| Fidelity Freedom 2065 Fund Class K6 | 13.82% | — | Jun 2019 | LTSTX vs FFSZX |
Lowest Volatility Alternatives to LTSTX
LTSTX has 7.11% 1-year volatility. There are 154 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 | LTSTX vs TDIFX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.32% | — | Aug 2007 | LTSTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | 4.32% | — | Aug 2007 | LTSTX vs FRIMX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | 4.33% | — | Aug 2007 | LTSTX vs FRQAX | |
| Fidelity Freedom Index Income Fund Investor Class | 4.38% | — | Oct 2009 | LTSTX vs FIKFX |
Lowest Drawdown Alternatives to LTSTX
LTSTX has a 1-year max drawdown of -5.24%. There are 147 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 | LTSTX vs TDIFX | |
| Fidelity Freedom Index Income Fund Investor Class | -3.32% | — | Oct 2009 | LTSTX vs FIKFX | |
| Fidelity Freedom Index Income Fund Institutional P... | -3.33% | — | Oct 2009 | LTSTX vs FFGZX | |
| Fidelity Advisor Managed Retirement 2010 Fund Clas... | -3.43% | — | Aug 2007 | LTSTX vs FRQIX | |
| Fidelity Advisor Managed Retirement Income Fund Cl... | -3.44% | — | Aug 2007 | LTSTX 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 | -4.41% | — | Dec 2000 | LTSTX vs PCBIX | |
| Principal LargeCap Growth Fund I | Large Cap Growth Equities | 7 | 2.68% | — | Dec 2000 | LTSTX vs PLGIX | |
| Principal Capital Appreciation Fund | Large Cap Blend Equities | 50 | 10.43% | — | Nov 1986 | LTSTX vs CMNWX | |
| Principal Blue Chip Fund | Large Cap Growth Equities | 3 | -0.19% | — | Jun 2012 | LTSTX vs PBCKX | |
| Principal Global Multi-Strategy Fund | Multistrategy | 96 | 5.84% | — | Oct 2011 | LTSTX vs PSMIX | |
| Principal SAM Strategic Growth Portfolio | Diversified Portfolio | 55 | 11.36% | — | Jul 1996 | LTSTX vs SACAX | |
| Principal LifeTime 2035 Fund | Target Retirement Date | 43 | 6.25% | — | Feb 2008 | LTSTX vs LTIUX | |
| Principal SmallCap S&P 600 Index Fund | Small Cap Blend Equities | 69 | 21.62% | — | Dec 2000 | LTSTX vs PSSMX | |
| Principal LifeTime Hybrid 2055 Fund | Target Retirement Date | 62 | 10.76% | — | Sep 2014 | LTSTX vs PLTNX | |
| Principal LifeTime 2050 Fund | Target Retirement Date | 41 | 8.79% | — | Feb 2001 | LTSTX vs PPLIX |
Often Compared With LTSTX
Investors most often compare LTSTX with TRRHX, ARFVX, PHTYX. These 20 comparison targets span 3 categories, based on PortfoliosLab usage data.
Compare LTSTX with Any Fund or Stock
Compare LTSTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair LTSTX with funds that move differently
Principal LifeTime 2025 Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to LTSTX.
Explore LTSTX Diversifiers