PLAIX Mutual Fund
PLAIX Mutual Fund
NAV$11.66
AUM$5M
TER1.39%
Holdings18
See how much of PLAIX you already own
PLAIX Mutual Fund
NAV$11.66
Principal LifeTime Strategic Income Fund Class R1
AUM$5M
TER1.39%
Holdings18
See how much of PLAIX you already own
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.