PHJYX Mutual Fund Holdings Overlap Calculator | MarketXLS

PHJYX Mutual Fund

NAV$19.41

AUM$385M

TER0.49%

Holdings9

See what you own twice

Check PHJYX against your other funds. Free for up to 5.

Check my overlap

PHJYX Mutual Fund

NAV$19.41

Principal LifeTime Hybrid 2045 Fund Class J

AUM$385M

TER0.49%

Holdings9

See what you own twice

Check PHJYX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PHJYX Mutual Fund Overlap Analysis

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

PHJYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PHJYX may share significant positions with broad-market funds.

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