{
  "page": "compare",
  "query": {
    "a": "SWHCX",
    "b": "PLJIX"
  },
  "retrieved_at": "2026-07-07T17:37:18+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": "SAM Strategic Growth Portfolio",
    "ticker": "SWHCX",
    "slug": "SWHCX",
    "series_id": "S000014236",
    "html_url": "https://fundwatcher.app/funds/SWHCX/"
  },
  "fund_b": {
    "name": "Principal LifeTime 2065 Fund",
    "ticker": "PLJIX",
    "slug": "PLJIX",
    "series_id": "S000058847",
    "html_url": "https://fundwatcher.app/funds/PLJIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.3063603446717772073287480166",
    "coverage_b_by_a": "0.3063603446717772073287480166",
    "shared_count": 10,
    "as_of": {
      "a": "2026-01-31",
      "b": "2026-01-31"
    },
    "a_top": [
      {
        "name": "Principal U.S. Mega-Cap ETF",
        "value": "367819394.72",
        "weight": "0.14610813",
        "shared": false
      },
      {
        "name": "Principal Capital Appreciation Fund",
        "value": "334245949.69",
        "weight": "0.13277182",
        "shared": false
      },
      {
        "name": "Equity Income Fund",
        "value": "250348891.51",
        "weight": "0.09944556",
        "shared": true
      },
      {
        "name": "Overseas Fund",
        "value": "218627318.86",
        "weight": "0.08684487",
        "shared": false
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "215830688.18",
        "weight": "0.08573397",
        "shared": true
      },
      {
        "name": "Principal International Equity ETF",
        "value": "197768691.50",
        "weight": "0.07855924",
        "shared": false
      },
      {
        "name": "International Equity Index Fund",
        "value": "192735943.31",
        "weight": "0.07656009",
        "shared": false
      },
      {
        "name": "LargeCap Value Fund III",
        "value": "154990447.81",
        "weight": "0.06156653",
        "shared": true
      },
      {
        "name": "Principal U.S. Small-Cap ETF",
        "value": "142408575.00",
        "weight": "0.05656866",
        "shared": false
      },
      {
        "name": "Blue Chip Fund",
        "value": "63940437.50",
        "weight": "0.02539893",
        "shared": true
      },
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "63471882.80",
        "weight": "0.02521280",
        "shared": true
      },
      {
        "name": "Small-MidCap Dividend Income Fund",
        "value": "61488513.11",
        "weight": "0.02442495",
        "shared": true
      },
      {
        "name": "Diversified Real Asset Fund",
        "value": "47086730.41",
        "weight": "0.01870416",
        "shared": false
      },
      {
        "name": "LargeCap Growth Fund I",
        "value": "33937726.33",
        "weight": "0.01348101",
        "shared": true
      },
      {
        "name": "International Small Company Fund",
        "value": "33007589.53",
        "weight": "0.01311154",
        "shared": true
      },
      {
        "name": "Principal Value ETF",
        "value": "25080230.70",
        "weight": "0.00996257",
        "shared": false
      },
      {
        "name": "Global Listed Infrastructure Fund",
        "value": "24514616.87",
        "weight": "0.00973789",
        "shared": false
      },
      {
        "name": "Inflation Protection Fund",
        "value": "24393239.35",
        "weight": "0.00968968",
        "shared": false
      },
      {
        "name": "Global Macro Fund",
        "value": "19164448.48",
        "weight": "0.00761265",
        "shared": false
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "17336960.74",
        "weight": "0.00688672",
        "shared": true
      },
      {
        "name": "Principal Government Money Market Fund - Class R-6",
        "value": "16692559.44",
        "weight": "0.00663075",
        "shared": false
      },
      {
        "name": "MidCap Fund",
        "value": "12555706.73",
        "weight": "0.00498748",
        "shared": true
      }
    ],
    "b_top": [
      {
        "name": "LargeCap S&P 500 Index Fund",
        "value": "78727139.54",
        "weight": "0.26496074",
        "shared": true
      },
      {
        "name": "International Equity Fund",
        "value": "77226217.79",
        "weight": "0.25990930",
        "shared": false
      },
      {
        "name": "Equity Income Fund",
        "value": "20941709.35",
        "weight": "0.07048053",
        "shared": true
      },
      {
        "name": "LargeCap Value Fund III",
        "value": "19285827.08",
        "weight": "0.06490757",
        "shared": true
      },
      {
        "name": "LargeCap Growth Fund I",
        "value": "18743802.80",
        "weight": "0.06308335",
        "shared": true
      },
      {
        "name": "Global Emerging Markets Fund",
        "value": "18068282.73",
        "weight": "0.06080985",
        "shared": true
      },
      {
        "name": "Blue Chip Fund",
        "value": "17766891.12",
        "weight": "0.05979550",
        "shared": true
      },
      {
        "name": "SmallCap Fund",
        "value": "12809069.88",
        "weight": "0.04310967",
        "shared": false
      },
      {
        "name": "Small-MidCap Dividend Income Fund",
        "value": "7706567.56",
        "weight": "0.02593690",
        "shared": true
      },
      {
        "name": "Core Fixed Income Fund",
        "value": "6560462.85",
        "weight": "0.02207962",
        "shared": false
      },
      {
        "name": "MidCap Fund",
        "value": "6213642.52",
        "weight": "0.02091237",
        "shared": true
      },
      {
        "name": "Real Estate Securities Fund",
        "value": "5629322.44",
        "weight": "0.01894581",
        "shared": true
      },
      {
        "name": "International Small Company Fund",
        "value": "3936712.61",
        "weight": "0.01324923",
        "shared": true
      },
      {
        "name": "High Yield Fund",
        "value": "2139858.91",
        "weight": "0.00720182",
        "shared": false
      },
      {
        "name": "SmallCap S&P 600 Index Fund",
        "value": "1372055.24",
        "weight": "0.00461773",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0000898745-26-000449",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000449/0000898745-26-000449-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0000898745-26-000453",
      "as_of": "2026-01-31",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/898745/000089874526000453/0000898745-26-000453-index.htm"
    }
  ]
}