PLJDX Mutual Fund
PLJDX Mutual Fund
NAV$15.02
AUM$3M
TER1.06%
Holdings15
See how much of PLJDX you already own
PLJDX Mutual Fund
NAV$15.02
Principal LifeTime 2065 Fund class R4
AUM$3M
TER1.06%
Holdings15
See how much of PLJDX you already own
PLJDX Mutual Fund Overlap Analysis
PLJDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLJDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PLJDX may share significant positions with broad-market funds.
PLJDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLJDX tax-loss harvesting finds highly correlated but non-identical funds.