{
  "page": "compare",
  "query": {
    "a": "PTBAX",
    "b": "PHTMX"
  },
  "retrieved_at": "2026-07-07T18:36:12+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 2020 Fund",
    "ticker": "PTBAX",
    "slug": "PTBAX",
    "series_id": "S000007207",
    "html_url": "https://fundwatcher.app/funds/PTBAX/"
  },
  "fund_b": {
    "name": "Principal LifeTime Hybrid 2015 Fund",
    "ticker": "PHTMX",
    "slug": "PHTMX",
    "series_id": "S000046556",
    "html_url": "https://fundwatcher.app/funds/PHTMX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.5053177292990938204238697390",
    "coverage_b_by_a": "0.5053177292990938204238697390",
    "shared_count": 10,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Core Fixed Income Fund",
        "value": "624266211.26",
        "weight": "0.32387004",
        "shared": false
      },
      {
        "name": "Short-Term Income Fund",
        "value": "263123752.34",
        "weight": "0.13650891",
        "shared": true
      },
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "221663646.53",
        "weight": "0.11499936",
        "shared": true
      },
      {
        "name": "International Equity Fund",
        "value": "216246810.14",
        "weight": "0.11218910",
        "shared": true
      },
      {
        "name": "High Yield Fund",
        "value": "112015613.31",
        "weight": "0.05811383",
        "shared": true
      },
      {
        "name": "Inflation Protection Fund",
        "value": "98632567.84",
        "weight": "0.05117069",
        "shared": true
      },
      {
        "name": "Equity Income Fund",
        "value": "58332520.89",
        "weight": "0.03026298",
        "shared": false
      },
      {
        "name": "LargeCap Value Fund III",
        "value": "53665349.66",
        "weight": "0.02784165",
        "shared": false
      },
      {
        "name": "LargeCap Growth Fund I",
        "value": "52183604.43",
        "weight": "0.02707291",
        "shared": false
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "50634397.76",
        "weight": "0.02626918",
        "shared": true
      },
      {
        "name": "Blue Chip Fund",
        "value": "49415273.16",
        "weight": "0.02563670",
        "shared": false
      },
      {
        "name": "SmallCap Fund",
        "value": "35693541.86",
        "weight": "0.01851785",
        "shared": false
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "30164841.46",
        "weight": "0.01564955",
        "shared": true
      },
      {
        "name": "Small-MidCap Dividend Income Fund",
        "value": "21652570.13",
        "weight": "0.01123338",
        "shared": false
      },
      {
        "name": "MidCap Fund",
        "value": "17332101.65",
        "weight": "0.00899191",
        "shared": false
      },
      {
        "name": "International Small Company Fund",
        "value": "11008620.89",
        "weight": "0.00571129",
        "shared": true
      },
      {
        "name": "Diversified Real Asset Fund",
        "value": "7480761.28",
        "weight": "0.00388103",
        "shared": true
      },
      {
        "name": "SmallCap S&P 600 Index Fund",
        "value": "4008558.81",
        "weight": "0.00207964",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "Bond Market Index Fund",
        "value": "176079189.57",
        "weight": "0.34189929",
        "shared": false
      },
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "99793721.68",
        "weight": "0.19377306",
        "shared": true
      },
      {
        "name": "Short-Term Income Fund",
        "value": "85107821.55",
        "weight": "0.16525692",
        "shared": true
      },
      {
        "name": "International Equity Fund",
        "value": "49277766.52",
        "weight": "0.09568441",
        "shared": true
      },
      {
        "name": "High Yield Fund",
        "value": "32781572.34",
        "weight": "0.06365316",
        "shared": true
      },
      {
        "name": "Inflation Protection Fund",
        "value": "29161931.66",
        "weight": "0.05662477",
        "shared": true
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "11507625.67",
        "weight": "0.02234477",
        "shared": true
      },
      {
        "name": "SmallCap S&P 600 Index Fund",
        "value": "8995104.00",
        "weight": "0.01746612",
        "shared": true
      },
      {
        "name": "MidCap S&P 400 Index Fund",
        "value": "8821714.30",
        "weight": "0.01712944",
        "shared": false
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "8606197.40",
        "weight": "0.01671096",
        "shared": true
      },
      {
        "name": "International Small Company Fund",
        "value": "2516065.52",
        "weight": "0.00488553",
        "shared": true
      },
      {
        "name": "Diversified Real Asset Fund",
        "value": "2354375.37",
        "weight": "0.00457158",
        "shared": true
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000898745-26-000446",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000446/0000898745-26-000446-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000898745-26-000468",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000468/0000898745-26-000468-index.htm"
    }
  ]
}