# Portfolio overlap — PHTNX vs PHTTX

Comparing **Principal LifeTime Hybrid 2030 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2020 Fund** (2026-01-31).

- Shared positions: 12
- Principal LifeTime Hybrid 2030 Fund covered by Principal LifeTime Hybrid 2020 Fund: 0.8446758867459236277100545437
- Principal LifeTime Hybrid 2020 Fund covered by Principal LifeTime Hybrid 2030 Fund: 0.8446758867459236277100545437

## Principal LifeTime Hybrid 2030 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.312153 | ✓ |
| Bond Market Index Fund | 0.278973 | ✓ |
| International Equity Fund | 0.154188 | ✓ |
| Short-Term Income Fund | 0.051259 | ✓ |
| High Yield Fund | 0.044996 | ✓ |
| Inflation Protection Fund | 0.037486 | ✓ |
| Global Emerging Markets Fund | 0.036031 | ✓ |
| SmallCap S&P 600 Index Fund | 0.028144 | ✓ |
| MidCap S&P 400 Index Fund | 0.027592 | ✓ |
| Real Estate Securities Fund | 0.016387 | ✓ |
| International Small Company Fund | 0.007864 | ✓ |
| Diversified Real Asset Fund | 0.004927 | ✓ |

## 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 `0000898745-26-000448` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000448/0000898745-26-000448-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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