PHJNX Mutual Fund Analysis & Holdings | MarketXLS

PHJNX Mutual Fund

NAV$15.36

AUM$1.2B

TER0.45%

Holdings12

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PHJNX Mutual Fund

NAV$15.36

Principal LifeTime Hybrid 2030 Fund Class J

AUM$1.2B

TER0.45%

Holdings12

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

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.