PLSPX Mutual Fund
PLSPX Mutual Fund
NAV$11.93
AUM$31M
TER0.73%
Holdings18
See how much of PLSPX you already own
PLSPX Mutual Fund
NAV$11.93
Principal LifeTime Strategic Income Fund Class R5
AUM$31M
TER0.73%
Holdings18
See how much of PLSPX you already own
PLSPX Mutual Fund Overlap Analysis
PLSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSPX may share significant positions with broad-market funds.
PLSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSPX tax-loss harvesting finds highly correlated but non-identical funds.