# Portfolio overlap — PHTQX vs PLTHX

Comparing **Principal LifeTime Hybrid 2025 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2060 Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2025 Fund covered by Principal LifeTime Hybrid 2060 Fund: 0.5245002668369061146994312457
- Principal LifeTime Hybrid 2060 Fund covered by Principal LifeTime Hybrid 2025 Fund: 0.5245002668369061146994312458

## Principal LifeTime Hybrid 2025 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Bond Market Index Fund | 0.309714 | ✓ |
| LargeCap S&P 500 Index Fund | 0.264254 | ✓ |
| International Equity Fund | 0.130555 | ✓ |
| Short-Term Income Fund | 0.095094 |  |
| High Yield Fund | 0.050814 | ✓ |
| Inflation Protection Fund | 0.044942 |  |
| Global Emerging Markets Fund | 0.030525 | ✓ |
| SmallCap S&P 600 Index Fund | 0.023827 | ✓ |
| MidCap S&P 400 Index Fund | 0.023356 | ✓ |
| Real Estate Securities Fund | 0.015853 | ✓ |
| International Small Company Fund | 0.006652 | ✓ |
| Diversified Real Asset Fund | 0.004415 |  |

## 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 `0000898745-26-000432` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000432/0000898745-26-000432-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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