PLJCX Mutual Fund
PLJCX Mutual Fund
NAV$17.26
AUM$11M
TER1.16%
Holdings15
PLJCX Mutual Fund
NAV$17.26
Principal LifeTime 2065 Fund Class R3
AUM$11M
TER1.16%
Holdings15
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.