# Portfolio overlap — PHJEX vs PHTFX

Comparing **Principal LifeTime Hybrid 2040 Fund** (2026-01-31) and **Principal LifeTime Hybrid Income Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2040 Fund covered by Principal LifeTime Hybrid Income Fund: 0.5854308290269265483064203342
- Principal LifeTime Hybrid Income Fund covered by Principal LifeTime Hybrid 2040 Fund: 0.5854308290269265483064203342

## Principal LifeTime Hybrid 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.421200 | ✓ |
| International Equity Fund | 0.208032 | ✓ |
| Bond Market Index Fund | 0.184952 | ✓ |
| Global Emerging Markets Fund | 0.048603 | ✓ |
| SmallCap S&P 600 Index Fund | 0.037974 | ✓ |
| MidCap S&P 400 Index Fund | 0.037233 | ✓ |
| High Yield Fund | 0.031592 | ✓ |
| Real Estate Securities Fund | 0.019799 | ✓ |
| International Small Company Fund | 0.010616 | ✓ |

## Principal LifeTime Hybrid Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Bond Market Index Fund | 0.341566 | ✓ |
| LargeCap S&P 500 Index Fund | 0.194490 | ✓ |
| Short-Term Income Fund | 0.165012 |  |
| International Equity Fund | 0.096082 | ✓ |
| High Yield Fund | 0.063576 | ✓ |
| Inflation Protection Fund | 0.056259 |  |
| Global Emerging Markets Fund | 0.022461 | ✓ |
| SmallCap S&P 600 Index Fund | 0.017535 | ✓ |
| MidCap S&P 400 Index Fund | 0.017189 | ✓ |
| Real Estate Securities Fund | 0.016233 | ✓ |
| International Small Company Fund | 0.004896 | ✓ |
| Diversified Real Asset Fund | 0.004700 |  |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000427` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000427/0000898745-26-000427-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000434` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000434/0000898745-26-000434-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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