PLFTX Mutual Fund
PLFTX Mutual Fund
NAV$14.35
AUM$263M
TER0.30%
Holdings12
See how much of PLFTX you already own
PLFTX Mutual Fund
NAV$14.35
Principal LifeTime Hybrid 2025 Fund Class R6
AUM$263M
TER0.30%
Holdings12
See how much of PLFTX you already own
PLFTX Mutual Fund Overlap Analysis
PLFTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLFTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PLFTX may share significant positions with broad-market funds.
PLFTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLFTX tax-loss harvesting finds highly correlated but non-identical funds.