PLRRX Mutual Fund
PLRRX Mutual Fund
NAV$12.48
AUM$41M
TER0.31%
Holdings12
See how much of PLRRX you already own
PLRRX Mutual Fund
NAV$12.48
Principal LifeTime Hybrid 2015 Fund Class R6
AUM$41M
TER0.31%
Holdings12
See how much of PLRRX you already own
PLRRX Mutual Fund Overlap Analysis
PLRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PLRRX may share significant positions with broad-market funds.
PLRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLRRX tax-loss harvesting finds highly correlated but non-identical funds.