# Portfolio overlap — PLTZX vs PHTUX

Comparing **Principal LifeTime 2060 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2050 Fund** (2026-01-31).

- Shared positions: 7
- Principal LifeTime 2060 Fund covered by Principal LifeTime Hybrid 2050 Fund: 0.6210747152687827366302509490
- Principal LifeTime Hybrid 2050 Fund covered by Principal LifeTime 2060 Fund: 0.6210747152687827366302509490

## Principal LifeTime 2060 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.264958 | ✓ |
| International Equity Fund | 0.259906 | ✓ |
| Equity Income Fund | 0.070484 |  |
| LargeCap Value Fund III | 0.064912 |  |
| LargeCap Growth Fund I | 0.063092 |  |
| Global Emerging Markets Fund | 0.060799 | ✓ |
| Blue Chip Fund | 0.059803 |  |
| SmallCap Fund | 0.043107 |  |
| Small-MidCap Dividend Income Fund | 0.025933 |  |
| Core Fixed Income Fund | 0.022081 |  |
| MidCap Fund | 0.020915 |  |
| Real Estate Securities Fund | 0.018948 | ✓ |
| International Small Company Fund | 0.013243 | ✓ |
| High Yield Fund | 0.007203 | ✓ |
| SmallCap S&P 600 Index Fund | 0.004618 | ✓ |

## Principal LifeTime Hybrid 2050 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.512861 | ✓ |
| International Equity Fund | 0.253349 | ✓ |
| Global Emerging Markets Fund | 0.059217 | ✓ |
| SmallCap S&P 600 Index Fund | 0.046239 | ✓ |
| MidCap S&P 400 Index Fund | 0.045329 |  |
| Bond Market Index Fund | 0.039880 |  |
| Real Estate Securities Fund | 0.018819 | ✓ |
| International Small Company Fund | 0.012911 | ✓ |
| High Yield Fund | 0.011395 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000462` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000462/0000898745-26-000462-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000441` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000441/0000898745-26-000441-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/>_