PLKTX Mutual Fund
PLKTX Mutual Fund
NAV$21.81
AUM$171M
TER0.33%
Holdings9
See how much of PLKTX you already own
PLKTX Mutual Fund
NAV$21.81
Principal LifeTime Hybrid 2060 Fund Class R6
AUM$171M
TER0.33%
Holdings9
See how much of PLKTX you already own
PLKTX Mutual Fund Overlap Analysis
PLKTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLKTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLKTX may share significant positions with broad-market funds.
PLKTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLKTX tax-loss harvesting finds highly correlated but non-identical funds.