PHJJX Mutual Fund
PHJJX Mutual Fund
NAV$16.75
AUM$749M
TER0.44%
Holdings9
PHJJX Mutual Fund
NAV$16.75
Principal LifeTime Hybrid 2035 Fund Class J
AUM$749M
TER0.44%
Holdings9
PHJJX Mutual Fund Overlap Analysis
PHJJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PHJJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PHJJX may share significant positions with broad-market funds.
PHJJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PHJJX tax-loss harvesting finds highly correlated but non-identical funds.