PLKJX Mutual Fund Analysis & Holdings | MarketXLS

PLKJX Mutual Fund

NAV$16.86

AUM$5M

TER0.61%

Holdings9

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PLKJX Mutual Fund

NAV$16.86

Principal LifeTime Hybrid 2070 Fund Class J

AUM$5M

TER0.61%

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

PLKJX Mutual Fund Overlap Analysis

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

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

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