As of the latest SEC filings, SHORT-TERM INCOME FUND (PSHIX) is held by 19 institutional funds. The largest fund shareholder is Principal LifeTime 2030 Fund (PXASX), holding an estimated $267,111,607.48 in market value, representing 5.63% of its portfolio.
Funds holding SHORT-TERM INCOME FUND (PSHIX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- PSHIX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PXASX
Principal LifeTime 2030 Fund
|
MF | Independent / Boutique | 5.63% | $267,111,607.48 | 22,075,339 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFJX
Principal LifeTime 2020 Fund
|
MF | Independent / Boutique | 14.04% | $251,720,691.07 | 20,803,363 | Apr 30, 2026 | Jun 25, 2026 |
|
PLFTX
Principal LifeTime Hybrid 2025 Fund
|
MF | Independent / Boutique | 9.97% | $122,641,717.98 | 10,135,679 | Apr 30, 2026 | Jun 25, 2026 |
|
PSBLX
SAM Balanced Portfolio
|
MF | Independent / Boutique | 2.48% | $119,989,802.87 | 9,916,513 | Apr 30, 2026 | Jun 25, 2026 |
|
LTVPX
Principal LifeTime 2025 Fund
|
MF | Independent / Boutique | 9.99% | $114,583,498.78 | 9,469,711 | Apr 30, 2026 | Jun 25, 2026 |
|
PLAIX
Principal LifeTime Strategic Income Fund
|
MF | Independent / Boutique | 16.55% | $110,734,585.67 | 9,151,619 | Apr 30, 2026 | Jun 25, 2026 |
|
PFIGX
SAM Flexible Income Portfolio
|
MF | Independent / Boutique | 4.43% | $95,972,412.15 | 7,931,604 | Apr 30, 2026 | Jun 25, 2026 |
|
PLTTX
Principal LifeTime Hybrid 2020 Fund
|
MF | Independent / Boutique | 14.02% | $93,536,974.12 | 7,730,328 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTNX
Principal LifeTime Hybrid 2030 Fund
|
MF | Independent / Boutique | 5.61% | $92,079,113.25 | 7,609,844 | Apr 30, 2026 | Jun 25, 2026 |
|
PHTMX
Principal LifeTime Hybrid 2015 Fund
|
MF | Independent / Boutique | 16.52% | $87,074,026.73 | 7,196,201 | Apr 30, 2026 | Jun 25, 2026 |
|
PCSSX
SAM Conservative Balanced Portfolio
|
MF | Independent / Boutique | 3.42% | $63,773,972.75 | 5,270,576 | Apr 30, 2026 | Jun 25, 2026 |
|
PHJFX
Principal LifeTime Hybrid Income Fund
|
MF | Independent / Boutique | 16.53% | $33,995,211.53 | 2,809,522 | Apr 30, 2026 | Jun 25, 2026 |
|
LTSLX
Principal LifeTime 2015 Fund
|
MF | Independent / Boutique | 16.55% | $28,818,742.00 | 2,381,714 | Apr 30, 2026 | Jun 25, 2026 |
|
-
Principal LifeTime 2020 Account
|
ETF | Independent / Boutique | 13.97% | $18,269,641.48 | 1,509,888 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime 2030 Account
|
ETF | Independent / Boutique | 5.31% | $17,595,686.73 | 1,454,189 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Balanced Portfolio
|
ETF | Independent / Boutique | 2.54% | $13,653,022.48 | 1,128,349 | Mar 31, 2026 | May 26, 2026 |
|
-
Principal LifeTime Strategic Income Account
|
ETF | Independent / Boutique | 16.86% | $10,246,901.24 | 846,851 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Conservative Balanced Portfolio
|
ETF | Independent / Boutique | 3.75% | $5,710,961.86 | 471,980 | Mar 31, 2026 | May 26, 2026 |
|
-
SAM Flexible Income Portfolio
|
ETF | Independent / Boutique | 4.57% | $5,113,902.59 | 422,637 | Mar 31, 2026 | May 26, 2026 |
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