PLJEX Mutual Fund Analysis & Holdings | MarketXLS

PLJEX Mutual Fund

NAV$17.37

AUM$16M

TER0.85%

Holdings15

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PLJEX Mutual Fund

NAV$17.37

Principal LifeTime 2065 Fund Class R5

AUM$16M

TER0.85%

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

PLJEX Mutual Fund Overlap Analysis

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

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

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