PLHRX Mutual Fund Analysis & Holdings | MarketXLS

PLHRX Mutual Fund

NAV$20.24

AUM$58M

TER0.33%

Holdings9

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PLHRX Mutual Fund

NAV$20.24

Principal LifeTime Hybrid 2065 Fund Class R6

AUM$58M

TER0.33%

Holdings9

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 PLHRX 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 PLHRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLHRX Mutual Fund Overlap Analysis

PLHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLHRX may share significant positions with broad-market funds.

PLHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLHRX tax-loss harvesting finds highly correlated but non-identical funds.