PLRTX Mutual Fund

NAV$16.96

AUM$406M

TER0.29%

Holdings9

PLRTX Mutual Fund

NAV$16.96

Principal LifeTime Hybrid 2035 Fund Class R6

AUM$406M

TER0.29%

Holdings9

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Holdings Overlap Analysis

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

PLRTX Mutual Fund Overlap Analysis

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

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

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