PFLJX Mutual Fund
PFLJX Mutual Fund
NAV$18.87
AUM$333M
TER0.79%
Holdings15
See how much of PFLJX you already own
PFLJX Mutual Fund
NAV$18.87
Principal LifeTime 2050 Fund Class J
AUM$333M
TER0.79%
Holdings15
See how much of PFLJX you already own
PFLJX Mutual Fund Overlap Analysis
PFLJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFLJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PFLJX may share significant positions with broad-market funds.
PFLJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFLJX tax-loss harvesting finds highly correlated but non-identical funds.