PHJTX Mutual Fund Analysis & Holdings | MarketXLS

PHJTX Mutual Fund

NAV$13.03

AUM$505M

TER0.46%

Holdings12

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PHJTX Mutual Fund

NAV$13.03

Principal LifeTime Hybrid 2020 Fund Class J

AUM$505M

TER0.46%

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

PHJTX Mutual Fund Overlap Analysis

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

PHJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PHJTX may share significant positions with broad-market funds.

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