PALTX Mutual Fund Analysis & Holdings | MarketXLS

PALTX Mutual Fund

NAV$12.26

AUM$35M

TER0.84%

Holdings18

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PALTX Mutual Fund

NAV$12.26

Principal LifeTime Strategic Income Fund Class A

AUM$35M

TER0.84%

Holdings18

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PALTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PALTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PALTX Mutual Fund Overlap Analysis

PALTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PALTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PALTX may share significant positions with broad-market funds.

PALTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PALTX tax-loss harvesting finds highly correlated but non-identical funds.