PLSPX Mutual Fund
PLSPX Mutual Fund
NAV$12.14
AUM$33M
TER0.73%
Holdings18
PLSPX Mutual Fund
NAV$12.14
Principal LifeTime Strategic Income Fund Class R5
AUM$33M
TER0.73%
Holdings18
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.