PFLJX Mutual Fund
PFLJX Mutual Fund
NAV$19.11
AUM$328M
TER0.79%
Holdings15
PFLJX Mutual Fund
NAV$19.11
Principal LifeTime 2050 Fund Class J
AUM$328M
TER0.79%
Holdings15
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.