# Portfolio overlap — PLHTX vs PHTJX Comparing **Principal LifeTime Hybrid 2055 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2035 Fund** (2026-01-31). - Shared positions: 9 - Principal LifeTime Hybrid 2055 Fund covered by Principal LifeTime Hybrid 2035 Fund: 0.7002506095908779832954478949 - Principal LifeTime Hybrid 2035 Fund covered by Principal LifeTime Hybrid 2055 Fund: 0.7002506095908779832954478949 ## Principal LifeTime Hybrid 2055 Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | LargeCap S&P 500 Index Fund | 0.525014 | ✓ | | International Equity Fund | 0.259287 | ✓ | | Global Emerging Markets Fund | 0.060566 | ✓ | | SmallCap S&P 600 Index Fund | 0.047328 | ✓ | | MidCap S&P 400 Index Fund | 0.046402 | ✓ | | Bond Market Index Fund | 0.022082 | ✓ | | Real Estate Securities Fund | 0.018910 | ✓ | | International Small Company Fund | 0.013220 | ✓ | | High Yield Fund | 0.007192 | ✓ | ## Principal LifeTime Hybrid 2035 Fund — top positions | Security | Weight | Shared | |----------|--------|--------| | LargeCap S&P 500 Index Fund | 0.359629 | ✓ | | Bond Market Index Fund | 0.285917 | ✓ | | International Equity Fund | 0.177644 | ✓ | | High Yield Fund | 0.041872 | ✓ | | Global Emerging Markets Fund | 0.041516 | ✓ | | SmallCap S&P 600 Index Fund | 0.032426 | ✓ | | MidCap S&P 400 Index Fund | 0.031789 | ✓ | | Real Estate Securities Fund | 0.020143 | ✓ | | International Small Company Fund | 0.009062 | ✓ | ## Sources - N-PORT (fund A) — accession `0000898745-26-000437` (as of 2026-01-31) - N-PORT (fund B) — accession `0000898745-26-000451` (as of 2026-01-31) --- _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 _