PHJNX Mutual Fund
PHJNX Mutual Fund
NAV$15.32
AUM$1.3B
TER0.45%
Holdings12
See how much of PHJNX you already own
PHJNX Mutual Fund
NAV$15.32
Principal LifeTime Hybrid 2030 Fund Class J
AUM$1.3B
TER0.45%
Holdings12
See how much of PHJNX you already own
PHJNX Mutual Fund Overlap Analysis
PHJNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PHJNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PHJNX may share significant positions with broad-market funds.
PHJNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PHJNX tax-loss harvesting finds highly correlated but non-identical funds.