PLJAX Mutual Fund
PLJAX Mutual Fund
NAV$14.81
AUM$469,277.76
TER1.56%
Holdings15
See how much of PLJAX you already own
PLJAX Mutual Fund
NAV$14.81
Principal LifeTime 2065 Fund Class R1
AUM$469,277.76
TER1.56%
Holdings15
See how much of PLJAX you already own
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.