PLKRX Mutual Fund
PLKRX Mutual Fund
NAV$16.46
AUM$17M
TER0.33%
Holdings9
See how much of PLKRX you already own
PLKRX Mutual Fund
NAV$16.46
Principal LifeTime Hybrid 2070 Fund Class R6
AUM$17M
TER0.33%
Holdings9
See how much of PLKRX you already own
PLKRX Mutual Fund Overlap Analysis
PLKRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLKRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLKRX may share significant positions with broad-market funds.
PLKRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLKRX tax-loss harvesting finds highly correlated but non-identical funds.