PLSJX Mutual Fund
PLSJX Mutual Fund
NAV$12.02
AUM$232M
TER0.64%
Holdings18
PLSJX Mutual Fund
NAV$12.02
Principal LifeTime Strategic Income Fund Class J
AUM$232M
TER0.64%
Holdings18
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.