# Portfolio overlap — PLHTX vs PTDMX

Comparing **Principal LifeTime Hybrid 2055 Fund** (2026-01-31) and **Principal LifeTime 2040 Fund** (2026-01-31).

- Shared positions: 7
- Principal LifeTime Hybrid 2055 Fund covered by Principal LifeTime 2040 Fund: 0.5109208774785858546718351189
- Principal LifeTime 2040 Fund covered by Principal LifeTime Hybrid 2055 Fund: 0.5109208774785858546718351189

## 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 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.213083 | ✓ |
| International Equity Fund | 0.208547 | ✓ |
| Core Fixed Income Fund | 0.185476 |  |
| Equity Income Fund | 0.056434 |  |
| LargeCap Value Fund III | 0.051950 |  |
| LargeCap Growth Fund I | 0.050503 |  |
| Global Emerging Markets Fund | 0.048799 | ✓ |
| Blue Chip Fund | 0.047854 |  |
| SmallCap Fund | 0.034522 |  |
| High Yield Fund | 0.031715 | ✓ |
| Small-MidCap Dividend Income Fund | 0.020857 |  |
| Real Estate Securities Fund | 0.019135 | ✓ |
| MidCap Fund | 0.016736 |  |
| International Small Company Fund | 0.010621 | ✓ |
| SmallCap S&P 600 Index Fund | 0.003769 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000437` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000437/0000898745-26-000437-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000415` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000415/0000898745-26-000415-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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