PLFJX Mutual Fund Analysis & Holdings | MarketXLS

PLFJX Mutual Fund

NAV$12.64

AUM$622M

TER0.64%

Holdings18

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PLFJX Mutual Fund

NAV$12.64

Principal LifeTime 2020 Fund Class J

AUM$622M

TER0.64%

Holdings18

See inside every fund you own

$45/quarter 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 PLFJX 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 PLFJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 18 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.