PHJEX Mutual Fund Analysis & Holdings | MarketXLS

PHJEX Mutual Fund

NAV$18.06

AUM$981M

TER0.47%

Holdings9

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PHJEX Mutual Fund

NAV$18.06

Principal LifeTime Hybrid 2040 Fund Class J

AUM$981M

TER0.47%

Holdings9

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 PHJEX 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 PHJEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHJEX Mutual Fund Overlap Analysis

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

PHJEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PHJEX may share significant positions with broad-market funds.

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