PLHHX Mutual Fund
PLHHX Mutual Fund
NAV$20.00
AUM$6M
TER0.36%
Holdings9
See how much of PLHHX you already own
PLHHX Mutual Fund
NAV$20.00
Principal LifeTime Hybrid 2065 Fund Institutional
AUM$6M
TER0.36%
Holdings9
See how much of PLHHX you already own
PLHHX Mutual Fund Overlap Analysis
PLHHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLHHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLHHX may share significant positions with broad-market funds.
PLHHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLHHX tax-loss harvesting finds highly correlated but non-identical funds.