PLKTX Mutual Fund Analysis & Holdings | MarketXLS

PLKTX Mutual Fund

NAV$22.11

AUM$164M

TER0.33%

Holdings9

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PLKTX Mutual Fund

NAV$22.11

Principal LifeTime Hybrid 2060 Fund Class R6

AUM$164M

TER0.33%

Holdings9

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PLKTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLKTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.