PLJAX Mutual Fund Analysis & Holdings | MarketXLS

PLJAX Mutual Fund

NAV$14.81

AUM$469,277.76

TER1.56%

Holdings15

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PLJAX Mutual Fund

NAV$14.81

Principal LifeTime 2065 Fund Class R1

AUM$469,277.76

TER1.56%

Holdings15

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

PLJAX Mutual Fund Overlap Analysis

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

PLJAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PLJAX may share significant positions with broad-market funds.

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