# Portfolio overlap — PLWIX vs SAIPX

Comparing **Principal LifeTime 2020 Fund** (2026-01-31) and **SAM Conservative Balanced Portfolio** (2026-01-31).

- Shared positions: 14
- Principal LifeTime 2020 Fund covered by SAM Conservative Balanced Portfolio: 0.4676908543364342543772186924
- SAM Conservative Balanced Portfolio covered by Principal LifeTime 2020 Fund: 0.4676908543364342543772186924

## Principal LifeTime 2020 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Core Fixed Income Fund | 0.323870 | ✓ |
| Short-Term Income Fund | 0.136509 | ✓ |
| LargeCap S&P 500 Index Fund | 0.114999 | ✓ |
| International Equity Fund | 0.112189 |  |
| High Yield Fund | 0.058114 | ✓ |
| Inflation Protection Fund | 0.051171 | ✓ |
| Equity Income Fund | 0.030263 | ✓ |
| LargeCap Value Fund III | 0.027842 | ✓ |
| LargeCap Growth Fund I | 0.027073 | ✓ |
| Global Emerging Markets Fund | 0.026269 | ✓ |
| Blue Chip Fund | 0.025637 | ✓ |
| SmallCap Fund | 0.018518 |  |
| Real Estate Securities Fund | 0.015650 | ✓ |
| Small-MidCap Dividend Income Fund | 0.011233 | ✓ |
| MidCap Fund | 0.008992 | ✓ |
| International Small Company Fund | 0.005711 |  |
| Diversified Real Asset Fund | 0.003881 | ✓ |
| SmallCap S&P 600 Index Fund | 0.002080 |  |

## SAM Conservative Balanced Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Core Fixed Income Fund | 0.221594 | ✓ |
| Principal U.S. Mega-Cap ETF | 0.076692 |  |
| Bond Market Index Fund | 0.061957 |  |
| Finisterre Emerging Markets Total Return Bond Fund | 0.060710 |  |
| Equity Income Fund | 0.053418 | ✓ |
| High Yield Fund | 0.047854 | ✓ |
| Principal Capital Appreciation Fund | 0.047535 |  |
| Principal Government Money Market Fund - Class R-6 | 0.046880 |  |
| Global Emerging Markets Fund | 0.040538 | ✓ |
| International Equity Index Fund | 0.038238 |  |
| Principal International Equity ETF | 0.037956 |  |
| Inflation Protection Fund | 0.037801 | ✓ |
| Short-Term Income Fund | 0.034831 | ✓ |
| Overseas Fund | 0.034258 |  |
| Spectrum Preferred and Capital Securities Income Fund | 0.024635 |  |
| Principal U.S. Small-Cap ETF | 0.021297 |  |
| Government & High Quality Bond Fund | 0.021043 |  |
| LargeCap S&P 500 Index Fund | 0.014180 | ✓ |
| Blue Chip Fund | 0.012892 | ✓ |
| Diversified Real Asset Fund | 0.011910 | ✓ |
| Small-MidCap Dividend Income Fund | 0.011551 | ✓ |
| Global Macro Fund | 0.010310 |  |
| LargeCap Value Fund III | 0.010225 | ✓ |
| LargeCap Growth Fund I | 0.007021 | ✓ |
| Real Estate Securities Fund | 0.005443 | ✓ |
| Global Listed Infrastructure Fund | 0.004916 |  |
| MidCap Fund | 0.004203 | ✓ |
| US ULTRA BOND CBT Sep25 | 0.000113 |  |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000446` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000446/0000898745-26-000446-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000435` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000435/0000898745-26-000435-index.htm>

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