# Portfolio overlap — PHTUX vs PLTHX

Comparing **Principal LifeTime Hybrid 2050 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2060 Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2050 Fund covered by Principal LifeTime Hybrid 2060 Fund: 0.9782052024262662937360893577
- Principal LifeTime Hybrid 2060 Fund covered by Principal LifeTime Hybrid 2050 Fund: 0.9782052024262662937360893577

## 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 | ✓ |

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