PLKJX Mutual Fund
PLKJX Mutual Fund
NAV$16.90
AUM$5M
TER0.61%
Holdings9
See how much of PLKJX you already own
PLKJX Mutual Fund
NAV$16.90
Principal LifeTime Hybrid 2070 Fund Class J
AUM$5M
TER0.61%
Holdings9
See how much of PLKJX you already own
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.