# Portfolio overlap — PLJIX vs PTDMX

Comparing **Principal LifeTime 2065 Fund** (2026-01-31) and **Principal LifeTime 2040 Fund** (2026-01-31).

- Shared positions: 15
- Principal LifeTime 2065 Fund covered by Principal LifeTime 2040 Fund: 0.8119016850312016204266832532
- Principal LifeTime 2040 Fund covered by Principal LifeTime 2065 Fund: 0.8119016850312016204266832532

## Principal LifeTime 2065 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.264961 | ✓ |
| International Equity Fund | 0.259909 | ✓ |
| Equity Income Fund | 0.070481 | ✓ |
| LargeCap Value Fund III | 0.064908 | ✓ |
| LargeCap Growth Fund I | 0.063083 | ✓ |
| Global Emerging Markets Fund | 0.060810 | ✓ |
| Blue Chip Fund | 0.059796 | ✓ |
| SmallCap Fund | 0.043110 | ✓ |
| Small-MidCap Dividend Income Fund | 0.025937 | ✓ |
| Core Fixed Income Fund | 0.022080 | ✓ |
| MidCap Fund | 0.020912 | ✓ |
| Real Estate Securities Fund | 0.018946 | ✓ |
| International Small Company Fund | 0.013249 | ✓ |
| High Yield Fund | 0.007202 | ✓ |
| SmallCap S&P 600 Index Fund | 0.004618 | ✓ |

## 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 `0000898745-26-000453` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000453/0000898745-26-000453-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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