PLJIX Mutual Fund
PLJIX Mutual Fund
NAV$17.11
AUM$267M
TER0.61%
Holdings15
See how much of PLJIX you already own
PLJIX Mutual Fund
NAV$17.11
Principal LifeTime 2065 Fund Institutional
AUM$267M
TER0.61%
Holdings15
See how much of PLJIX you already own
PLJIX Mutual Fund Overlap Analysis
PLJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PLJIX may share significant positions with broad-market funds.
PLJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLJIX tax-loss harvesting finds highly correlated but non-identical funds.