PLSJX Mutual Fund
PLSJX Mutual Fund
NAV$11.89
AUM$231M
TER0.64%
Holdings18
See how much of PLSJX you already own
PLSJX Mutual Fund
NAV$11.89
Principal LifeTime Strategic Income Fund Class J
AUM$231M
TER0.64%
Holdings18
See how much of PLSJX you already own
PLSJX Mutual Fund Overlap Analysis
PLSJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSJX may share significant positions with broad-market funds.
PLSJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSJX tax-loss harvesting finds highly correlated but non-identical funds.