PLFJX Mutual Fund
PLFJX Mutual Fund
NAV$12.40
AUM$607M
TER0.64%
Holdings23
See how much of PLFJX you already own
PLFJX Mutual Fund
NAV$12.40
Principal LifeTime 2020 Fund Class J
AUM$607M
TER0.64%
Holdings23
See how much of PLFJX you already own
PLFJX Mutual Fund Overlap Analysis
PLFJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLFJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, PLFJX may share significant positions with broad-market funds.
PLFJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLFJX tax-loss harvesting finds highly correlated but non-identical funds.