PLAIX Mutual Fund

NAV$11.66

AUM$5M

TER1.39%

Holdings18

PLAIX Mutual Fund

NAV$11.66

Principal LifeTime Strategic Income Fund Class R1

AUM$5M

TER1.39%

Holdings18

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

PLAIX Mutual Fund Overlap Analysis

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

PLAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLAIX may share significant positions with broad-market funds.

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