PLKSX Mutual Fund
PLKSX Mutual Fund
NAV$16.82
AUM$3M
TER0.36%
Holdings9
PLKSX Mutual Fund
NAV$16.82
Principal LifeTime Hybrid 2070 Fund Institutional Class
AUM$3M
TER0.36%
Holdings9
PLKSX Mutual Fund Overlap Analysis
PLKSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLKSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLKSX may share significant positions with broad-market funds.
PLKSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLKSX tax-loss harvesting finds highly correlated but non-identical funds.