# Portfolio overlap — PHTTX vs PHTUX

Comparing **Principal LifeTime Hybrid 2020 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2050 Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2020 Fund covered by Principal LifeTime Hybrid 2050 Fund: 0.4788649918803966088043958994
- Principal LifeTime Hybrid 2050 Fund covered by Principal LifeTime Hybrid 2020 Fund: 0.4788649918803966088043958994

## 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 2050 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.512861 | ✓ |
| International Equity Fund | 0.253349 | ✓ |
| Global Emerging Markets Fund | 0.059217 | ✓ |
| SmallCap S&P 600 Index Fund | 0.046239 | ✓ |
| MidCap S&P 400 Index Fund | 0.045329 | ✓ |
| Bond Market Index Fund | 0.039880 | ✓ |
| Real Estate Securities Fund | 0.018819 | ✓ |
| International Small Company Fund | 0.012911 | ✓ |
| High Yield Fund | 0.011395 | ✓ |


## 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 `0000898745-26-000441` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000441/0000898745-26-000441-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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