PLJIX Mutual Fund
PLJIX Mutual Fund
NAV$17.52
AUM$261M
TER0.61%
Holdings15
PLJIX Mutual Fund
NAV$17.52
Principal LifeTime 2065 Fund Institutional
AUM$261M
TER0.61%
Holdings15
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.