PLJCX Mutual Fund
PLJCX Mutual Fund
NAV$16.99
AUM$11M
TER1.16%
Holdings15
See how much of PLJCX you already own
PLJCX Mutual Fund
NAV$16.99
Principal LifeTime 2065 Fund Class R3
AUM$11M
TER1.16%
Holdings15
See how much of PLJCX you already own
PLJCX Mutual Fund Overlap Analysis
PLJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PLJCX may share significant positions with broad-market funds.
PLJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLJCX tax-loss harvesting finds highly correlated but non-identical funds.