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SCBPX vs LTSTX

Shared holdings
15
SCBPX covered by LTSTX
38.09%
LTSTX covered by SCBPX
38.09%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 30 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

SCBPX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund11.79%
Principal U.S. Mega-Cap ETF10.62%
Principal Capital Appreciation Fund8.51%
Equity Income Fund6.99%
International Equity Index Fund6.07%
Principal International Equity ETF6.06%
Global Emerging Markets Fund5.39%
Overseas Fund5.36%
Bond Market Index Fund4.30%
Principal U.S. Small-Cap ETF3.69%
High Yield Fund3.68%
LargeCap Value Fund III3.54%
Finisterre Emerging Markets Total Return Bond Fund2.89%
Short-Term Income Fund2.56%
Inflation Protection Fund2.40%
LargeCap S&P 500 Index Fund2.01%
Principal Government Money Market Fund - Class R-62.01%
Spectrum Preferred and Capital Securities Income Fund1.96%
Blue Chip Fund1.64%
Small-MidCap Dividend Income Fund1.60%
Diversified Real Asset Fund1.48%
Government & High Quality Bond Fund1.08%
Global Macro Fund1.03%
LargeCap Growth Fund I0.95%
Real Estate Securities Fund0.58%
International Small Company Fund0.50%
Global Listed Infrastructure Fund0.50%
MidCap Fund0.43%
Principal Value ETF0.39%
US ULTRA BOND CBT Sep250.00%

LTSTX (Jan. 31, 2026)

SecurityWeight
Core Fixed Income Fund31.07%
LargeCap S&P 500 Index Fund13.36%
International Equity Fund13.07%
Short-Term Income Fund9.55%
High Yield Fund5.10%
Inflation Protection Fund4.49%
Equity Income Fund3.53%
LargeCap Value Fund III3.25%
LargeCap Growth Fund I3.16%
Global Emerging Markets Fund3.06%
Blue Chip Fund3.00%
SmallCap Fund2.16%
Real Estate Securities Fund1.54%
Small-MidCap Dividend Income Fund1.31%
MidCap Fund1.05%
International Small Company Fund0.67%
Diversified Real Asset Fund0.40%
SmallCap S&P 600 Index Fund0.24%

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