# Portfolio overlap — PLRTX vs PHTMX

Comparing **Principal LifeTime Hybrid 2035 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2015 Fund** (2026-01-31).

- Shared positions: 9
- Principal LifeTime Hybrid 2035 Fund covered by Principal LifeTime Hybrid 2015 Fund: 0.6957834839504801225866703299
- Principal LifeTime Hybrid 2015 Fund covered by Principal LifeTime Hybrid 2035 Fund: 0.6957834839504801225866703299

## 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 | ✓ |

## Principal LifeTime Hybrid 2015 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Bond Market Index Fund | 0.341899 | ✓ |
| LargeCap S&P 500 Index Fund | 0.193773 | ✓ |
| Short-Term Income Fund | 0.165257 |  |
| International Equity Fund | 0.095684 | ✓ |
| High Yield Fund | 0.063653 | ✓ |
| Inflation Protection Fund | 0.056625 |  |
| Global Emerging Markets Fund | 0.022345 | ✓ |
| SmallCap S&P 600 Index Fund | 0.017466 | ✓ |
| MidCap S&P 400 Index Fund | 0.017129 | ✓ |
| Real Estate Securities Fund | 0.016711 | ✓ |
| International Small Company Fund | 0.004886 | ✓ |
| Diversified Real Asset Fund | 0.004572 |  |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000451` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000451/0000898745-26-000451-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000468` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000468/0000898745-26-000468-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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