PLSMX Mutual Fund
PLSMX Mutual Fund
NAV$11.95
AUM$27M
TER1.04%
Holdings18
See how much of PLSMX you already own
PLSMX Mutual Fund
NAV$11.95
Principal LifeTime Strategic Income Fund Class R3
AUM$27M
TER1.04%
Holdings18
See how much of PLSMX you already own
PLSMX Mutual Fund Overlap Analysis
PLSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSMX may share significant positions with broad-market funds.
PLSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSMX tax-loss harvesting finds highly correlated but non-identical funds.