# Portfolio overlap — PHTTX vs PHTFX

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

- Shared positions: 12
- Principal LifeTime Hybrid 2020 Fund covered by Principal LifeTime Hybrid Income Fund: 0.9408918526336557160303250376
- Principal LifeTime Hybrid Income Fund covered by Principal LifeTime Hybrid 2020 Fund: 0.9408918526336557160303250376

## 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 | ✓ |

## 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 `0000898745-26-000444` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000444/0000898745-26-000444-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>

---

_Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them._

_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._

_Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed. See <https://fundwatcher.app/terms/>_