PLRRX Mutual Fund Analysis & Holdings | MarketXLS

PLRRX Mutual Fund

NAV$12.48

AUM$41M

TER0.31%

Holdings12

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PLRRX Mutual Fund

NAV$12.48

Principal LifeTime Hybrid 2015 Fund Class R6

AUM$41M

TER0.31%

Holdings12

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

Compare With

🔍

Discover Portfolio Overlap

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

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.