PHJJX Mutual Fund
PHJJX Mutual Fund
NAV$16.77
AUM$771M
TER0.44%
Holdings9
See how much of PHJJX you already own
PHJJX Mutual Fund
NAV$16.77
Principal LifeTime Hybrid 2035 Fund Class J
AUM$771M
TER0.44%
Holdings9
See how much of PHJJX you already own
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.