# Portfolio overlap — PPLIX vs PLTQX

Comparing **Principal LifeTime 2050 Fund** (2026-01-31) and **Principal LifeTime Hybrid 2040 Fund** (2026-01-31).

- Shared positions: 7
- Principal LifeTime 2050 Fund covered by Principal LifeTime Hybrid 2040 Fund: 0.5612119524533221351797994447
- Principal LifeTime Hybrid 2040 Fund covered by Principal LifeTime 2050 Fund: 0.5612119524533221351797994447

## Principal LifeTime 2050 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.259408 | ✓ |
| International Equity Fund | 0.253981 | ✓ |
| Equity Income Fund | 0.068750 |  |
| LargeCap Value Fund III | 0.063292 |  |
| LargeCap Growth Fund I | 0.061529 |  |
| Global Emerging Markets Fund | 0.059432 | ✓ |
| Blue Chip Fund | 0.058303 |  |
| SmallCap Fund | 0.042053 |  |
| Core Fixed Income Fund | 0.039982 |  |
| Small-MidCap Dividend Income Fund | 0.025396 |  |
| MidCap Fund | 0.020386 |  |
| Real Estate Securities Fund | 0.018535 | ✓ |
| International Small Company Fund | 0.012935 | ✓ |
| High Yield Fund | 0.011437 | ✓ |
| SmallCap S&P 600 Index Fund | 0.004581 | ✓ |

## Principal LifeTime Hybrid 2040 Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| LargeCap S&P 500 Index Fund | 0.421200 | ✓ |
| International Equity Fund | 0.208032 | ✓ |
| Bond Market Index Fund | 0.184952 |  |
| Global Emerging Markets Fund | 0.048603 | ✓ |
| SmallCap S&P 600 Index Fund | 0.037974 | ✓ |
| MidCap S&P 400 Index Fund | 0.037233 |  |
| High Yield Fund | 0.031592 | ✓ |
| Real Estate Securities Fund | 0.019799 | ✓ |
| International Small Company Fund | 0.010616 | ✓ |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000445` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000445/0000898745-26-000445-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000427` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000427/0000898745-26-000427-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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