# Portfolio overlap — PHTYX vs PLTHX

Comparing **Principal LifeTime Hybrid 2045 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2060 Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2045 Fund covered by Principal LifeTime Hybrid 2060 Fund: 0.9035661803371448433446842726
- Principal LifeTime Hybrid 2060 Fund covered by Principal LifeTime Hybrid 2045 Fund: 0.9035661803371448433446842727

## Principal LifeTime Hybrid 2045 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.471570 | ✓ |
| International Equity Fund | 0.232936 | ✓ |
| Bond Market Index Fund | 0.103570 | ✓ |
| Global Emerging Markets Fund | 0.054436 | ✓ |
| SmallCap S&P 600 Index Fund | 0.042515 | ✓ |
| MidCap S&P 400 Index Fund | 0.041679 | ✓ |
| High Yield Fund | 0.022344 | ✓ |
| Real Estate Securities Fund | 0.019077 | ✓ |
| International Small Company Fund | 0.011873 | ✓ |

## 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 `0000898745-26-000429` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000429/0000898745-26-000429-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>

---

_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/>_
