{
  "page": "compare",
  "query": {
    "a": "PLHTX",
    "b": "PTDMX"
  },
  "retrieved_at": "2026-07-07T17:33:28+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Principal LifeTime Hybrid 2055 Fund",
    "ticker": "PLHTX",
    "slug": "PLHTX",
    "series_id": "S000046554",
    "html_url": "https://fundwatcher.app/funds/PLHTX/"
  },
  "fund_b": {
    "name": "Principal LifeTime 2040 Fund",
    "ticker": "PTDMX",
    "slug": "PTDMX",
    "series_id": "S000007209",
    "html_url": "https://fundwatcher.app/funds/PTDMX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5109208774785858546718351189",
    "coverage_b_by_a": "0.5109208774785858546718351189",
    "shared_count": 7,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "224256253.96",
        "weight": "0.52501376",
        "shared": true
      },
      {
        "name": "International Equity Fund",
        "value": "110752705.75",
        "weight": "0.25928683",
        "shared": true
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "25870278.11",
        "weight": "0.06056577",
        "shared": true
      },
      {
        "name": "SmallCap S&P 600 Index Fund",
        "value": "20215750.45",
        "weight": "0.04732776",
        "shared": true
      },
      {
        "name": "MidCap S&P 400 Index Fund",
        "value": "19820396.97",
        "weight": "0.04640219",
        "shared": false
      },
      {
        "name": "Bond Market Index Fund",
        "value": "9432022.19",
        "weight": "0.02208162",
        "shared": false
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "8077167.51",
        "weight": "0.01890972",
        "shared": true
      },
      {
        "name": "International Small Company Fund",
        "value": "5647046.61",
        "weight": "0.01322049",
        "shared": true
      },
      {
        "name": "High Yield Fund",
        "value": "3071954.82",
        "weight": "0.00719186",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "1001908315.28",
        "weight": "0.21308326",
        "shared": true
      },
      {
        "name": "International Equity Fund",
        "value": "980578089.54",
        "weight": "0.20854681",
        "shared": true
      },
      {
        "name": "Core Fixed Income Fund",
        "value": "872101528.54",
        "weight": "0.18547629",
        "shared": false
      },
      {
        "name": "Equity Income Fund",
        "value": "265349490.25",
        "weight": "0.05643384",
        "shared": false
      },
      {
        "name": "LargeCap Value Fund III",
        "value": "244265956.84",
        "weight": "0.05194985",
        "shared": false
      },
      {
        "name": "LargeCap Growth Fund I",
        "value": "237462129.44",
        "weight": "0.05050283",
        "shared": false
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "229451723.99",
        "weight": "0.04879920",
        "shared": true
      },
      {
        "name": "Blue Chip Fund",
        "value": "225006347.57",
        "weight": "0.04785377",
        "shared": false
      },
      {
        "name": "SmallCap Fund",
        "value": "162322848.93",
        "weight": "0.03452240",
        "shared": false
      },
      {
        "name": "High Yield Fund",
        "value": "149120343.48",
        "weight": "0.03171453",
        "shared": true
      },
      {
        "name": "Small-MidCap Dividend Income Fund",
        "value": "98067324.16",
        "weight": "0.02085670",
        "shared": false
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "89970724.72",
        "weight": "0.01913474",
        "shared": true
      },
      {
        "name": "MidCap Fund",
        "value": "78690749.27",
        "weight": "0.01673574",
        "shared": false
      },
      {
        "name": "International Small Company Fund",
        "value": "49937820.39",
        "weight": "0.01062065",
        "shared": true
      },
      {
        "name": "SmallCap S&P 600 Index Fund",
        "value": "17723474.86",
        "weight": "0.00376938",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000898745-26-000437",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000437/0000898745-26-000437-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000898745-26-000415",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000415/0000898745-26-000415-index.htm"
    }
  ]
}