PHTMX Mutual Fund

NAV$12.45

AUM$8M

TER0.34%

Holdings12

PHTMX Mutual Fund

NAV$12.45

Principal LifeTime Hybrid 2015 Fund Institutional

AUM$8M

TER0.34%

Holdings12

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Holdings Overlap Analysis

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

PHTMX Mutual Fund Overlap Analysis

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

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

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