PHTJX Mutual Fund Analysis & Holdings | MarketXLS

PHTJX Mutual Fund

NAV$16.93

AUM$78M

TER0.32%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PHTJX Mutual Fund

NAV$16.93

Principal LifeTime Hybrid 2035 Fund Institutional

AUM$78M

TER0.32%

Holdings9

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 PHTJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PHTJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHTJX Mutual Fund Overlap Analysis

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

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

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