PHTTX Mutual Fund

NAV$13.16

AUM$28M

TER0.34%

Holdings12

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

PHTTX Mutual Fund

NAV$13.16

Principal LifeTime Hybrid 2020 Fund Institutional

AUM$28M

TER0.34%

Holdings12

See inside every fund you own

$99/yr 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 PHTTX 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 PHTTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PHTTX Mutual Fund Overlap Analysis

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

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

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