# Portfolio overlap — SACAX vs PLJIX

Comparing **SAM Strategic Growth Portfolio** (2026-01-31) and **Principal LifeTime 2065 Fund** (2026-01-31).

- Shared positions: 10
- SAM Strategic Growth Portfolio covered by Principal LifeTime 2065 Fund: 0.3063603446717772073287480166
- Principal LifeTime 2065 Fund covered by SAM Strategic Growth Portfolio: 0.3063603446717772073287480166

## SAM Strategic Growth Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| Principal U.S. Mega-Cap ETF | 0.146108 |  |
| Principal Capital Appreciation Fund | 0.132772 |  |
| Equity Income Fund | 0.099446 | ✓ |
| Overseas Fund | 0.086845 |  |
| Global Emerging Markets Fund | 0.085734 | ✓ |
| Principal International Equity ETF | 0.078559 |  |
| International Equity Index Fund | 0.076560 |  |
| LargeCap Value Fund III | 0.061567 | ✓ |
| Principal U.S. Small-Cap ETF | 0.056569 |  |
| Blue Chip Fund | 0.025399 | ✓ |
| LargeCap S&P 500 Index Fund | 0.025213 | ✓ |
| Small-MidCap Dividend Income Fund | 0.024425 | ✓ |
| Diversified Real Asset Fund | 0.018704 |  |
| LargeCap Growth Fund I | 0.013481 | ✓ |
| International Small Company Fund | 0.013112 | ✓ |
| Principal Value ETF | 0.009963 |  |
| Global Listed Infrastructure Fund | 0.009738 |  |
| Inflation Protection Fund | 0.009690 |  |
| Global Macro Fund | 0.007613 |  |
| Real Estate Securities Fund | 0.006887 | ✓ |
| Principal Government Money Market Fund - Class R-6 | 0.006631 |  |
| MidCap Fund | 0.004987 | ✓ |

## 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 |  |


## Sources

- N-PORT (fund A) — accession `0000898745-26-000449` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000449/0000898745-26-000449-index.htm>
- N-PORT (fund B) — accession `0000898745-26-000453` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/898745/000089874526000453/0000898745-26-000453-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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