# Portfolio overlap — LTFIX vs PLTHX

Comparing **Principal LifeTime 2055 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2060 Fund** (2026-01-31).

- Shared positions: 7
- Principal LifeTime 2055 Fund covered by Principal LifeTime Hybrid 2060 Fund: 0.6289763842007543381816945277
- Principal LifeTime Hybrid 2060 Fund covered by Principal LifeTime 2055 Fund: 0.6289763842007543381816945277

## Principal LifeTime 2055 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.265456 | ✓ |
| International Equity Fund | 0.259993 | ✓ |
| Equity Income Fund | 0.070389 |  |
| LargeCap Value Fund III | 0.064798 |  |
| LargeCap Growth Fund I | 0.062995 |  |
| Global Emerging Markets Fund | 0.060858 | ✓ |
| Blue Chip Fund | 0.059694 |  |
| SmallCap Fund | 0.043080 |  |
| Small-MidCap Dividend Income Fund | 0.025956 |  |
| Core Fixed Income Fund | 0.022008 |  |
| MidCap Fund | 0.020909 |  |
| Real Estate Securities Fund | 0.018783 | ✓ |
| International Small Company Fund | 0.013244 | ✓ |
| High Yield Fund | 0.007178 | ✓ |
| SmallCap S&P 600 Index Fund | 0.004658 | ✓ |

## Principal LifeTime Hybrid 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.524660 | ✓ |
| International Equity Fund | 0.259137 | ✓ |
| Global Emerging Markets Fund | 0.060545 | ✓ |
| SmallCap S&P 600 Index Fund | 0.047303 | ✓ |
| MidCap S&P 400 Index Fund | 0.046376 |  |
| Bond Market Index Fund | 0.022237 |  |
| Real Estate Securities Fund | 0.019279 | ✓ |
| International Small Company Fund | 0.013219 | ✓ |
| High Yield Fund | 0.007243 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000428` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000428/0000898745-26-000428-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000431` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000431/0000898745-26-000431-index.htm>

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_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._

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