PLJTX Mutual Fund Analysis & Holdings | MarketXLS

PLJTX Mutual Fund

NAV$20.41

AUM$421M

TER0.33%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PLJTX Mutual Fund

NAV$20.41

Principal LifeTime Hybrid 2050 Fund Class R6

AUM$421M

TER0.33%

Holdings9

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 PLJTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLJTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLJTX Mutual Fund Overlap Analysis

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

PLJTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLJTX may share significant positions with broad-market funds.

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