# Portfolio overlap — LTPFX vs PHTTX

Comparing **Principal LifeTime 2015 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2020 Fund** (2026-01-31).

- Shared positions: 10
- Principal LifeTime 2015 Fund covered by Principal LifeTime Hybrid 2020 Fund: 0.4896189782997632903261815201
- Principal LifeTime Hybrid 2020 Fund covered by Principal LifeTime 2015 Fund: 0.4896189782997632903261815201

## Principal LifeTime 2015 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Core Fixed Income Fund | 0.342160 |  |
| Short-Term Income Fund | 0.165326 | ✓ |
| LargeCap S&P 500 Index Fund | 0.099025 | ✓ |
| International Equity Fund | 0.096377 | ✓ |
| High Yield Fund | 0.063720 | ✓ |
| Inflation Protection Fund | 0.055987 | ✓ |
| Equity Income Fund | 0.025952 |  |
| LargeCap Value Fund III | 0.023860 |  |
| LargeCap Growth Fund I | 0.023211 |  |
| Global Emerging Markets Fund | 0.022552 | ✓ |
| Blue Chip Fund | 0.021969 |  |
| SmallCap Fund | 0.015891 |  |
| Real Estate Securities Fund | 0.015828 | ✓ |
| Small-MidCap Dividend Income Fund | 0.009649 |  |
| MidCap Fund | 0.007723 |  |
| International Small Company Fund | 0.004904 | ✓ |
| Diversified Real Asset Fund | 0.004058 | ✓ |
| SmallCap S&P 600 Index Fund | 0.001805 | ✓ |

## Principal LifeTime Hybrid 2020 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Bond Market Index Fund | 0.322969 |  |
| LargeCap S&P 500 Index Fund | 0.227057 | ✓ |
| Short-Term Income Fund | 0.136030 | ✓ |
| International Equity Fund | 0.112200 | ✓ |
| High Yield Fund | 0.057902 | ✓ |
| Inflation Protection Fund | 0.051137 | ✓ |
| Global Emerging Markets Fund | 0.026247 | ✓ |
| SmallCap S&P 600 Index Fund | 0.020476 | ✓ |
| MidCap S&P 400 Index Fund | 0.020069 |  |
| Real Estate Securities Fund | 0.015829 | ✓ |
| International Small Company Fund | 0.005714 | ✓ |
| Diversified Real Asset Fund | 0.004371 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000430` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000430/0000898745-26-000430-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000444` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000444/0000898745-26-000444-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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