PLJTX Mutual Fund
PLJTX Mutual Fund
NAV$20.17
AUM$435M
TER0.33%
Holdings9
See how much of PLJTX you already own
PLJTX Mutual Fund
NAV$20.17
Principal LifeTime Hybrid 2050 Fund Class R6
AUM$435M
TER0.33%
Holdings9
See how much of PLJTX you already own
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.