PLMTX Mutual Fund

NAV$18.27

AUM$527M

TER0.31%

Holdings9

PLMTX Mutual Fund

NAV$18.27

Principal LifeTime Hybrid 2040 Fund Class R6

AUM$527M

TER0.31%

Holdings9

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Holdings Overlap Analysis

Compare PLMTX 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 PLMTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLMTX Mutual Fund Overlap Analysis

PLMTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLMTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLMTX may share significant positions with broad-market funds.

PLMTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLMTX tax-loss harvesting finds highly correlated but non-identical funds.