PLKSX Mutual Fund
PLKSX Mutual Fund
NAV$16.79
AUM$4M
TER0.36%
Holdings9
See how much of PLKSX you already own
PLKSX Mutual Fund
NAV$16.79
Principal LifeTime Hybrid 2070 Fund Institutional Class
AUM$4M
TER0.36%
Holdings9
See how much of PLKSX you already own
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.