PHJYX Mutual Fund
PHJYX Mutual Fund
NAV$19.03
AUM$380M
TER0.49%
Holdings9
See how much of PHJYX you already own
PHJYX Mutual Fund
NAV$19.03
Principal LifeTime Hybrid 2045 Fund Class J
AUM$380M
TER0.49%
Holdings9
See how much of PHJYX you already own
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.