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PLWIX vs SAIPX

Shared holdings
14
PLWIX covered by SAIPX
46.77%
SAIPX covered by PLWIX
46.77%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 18 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

PLWIX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund32.39%
Short-Term Income Fund13.65%
LargeCap S&P 500 Index Fund11.50%
International Equity Fund11.22%
High Yield Fund5.81%
Inflation Protection Fund5.12%
Equity Income Fund3.03%
LargeCap Value Fund III2.78%
LargeCap Growth Fund I2.71%
Global Emerging Markets Fund2.63%
Blue Chip Fund2.56%
SmallCap Fund1.85%
Real Estate Securities Fund1.56%
Small-MidCap Dividend Income Fund1.12%
MidCap Fund0.90%
International Small Company Fund0.57%
Diversified Real Asset Fund0.39%
SmallCap S&P 600 Index Fund0.21%

SAIPX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund22.16%
Principal U.S. Mega-Cap ETF7.67%
Bond Market Index Fund6.20%
Finisterre Emerging Markets Total Return Bond Fund6.07%
Equity Income Fund5.34%
High Yield Fund4.79%
Principal Capital Appreciation Fund4.75%
Principal Government Money Market Fund - Class R-64.69%
Global Emerging Markets Fund4.05%
International Equity Index Fund3.82%
Principal International Equity ETF3.80%
Inflation Protection Fund3.78%
Short-Term Income Fund3.48%
Overseas Fund3.43%
Spectrum Preferred and Capital Securities Income Fund2.46%
Principal U.S. Small-Cap ETF2.13%
Government & High Quality Bond Fund2.10%
LargeCap S&P 500 Index Fund1.42%
Blue Chip Fund1.29%
Diversified Real Asset Fund1.19%
Small-MidCap Dividend Income Fund1.16%
Global Macro Fund1.03%
LargeCap Value Fund III1.02%
LargeCap Growth Fund I0.70%
Real Estate Securities Fund0.54%
Global Listed Infrastructure Fund0.49%
MidCap Fund0.42%
US ULTRA BOND CBT Sep250.01%

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