PLHTX Mutual Fund

NAV$21.32

AUM$243M

TER0.33%

Holdings9

PLHTX Mutual Fund

NAV$21.32

Principal LifeTime Hybrid 2055 Fund Class R6

AUM$243M

TER0.33%

Holdings9

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PLHTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLHTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLHTX Mutual Fund Overlap Analysis

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

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

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