PLSSX Mutual Fund

NAV$11.57

AUM$7M

TER0.89%

Holdings18

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PLSSX Mutual Fund

NAV$11.57

Principal LifeTime Strategic Income Fund Class R4

AUM$7M

TER0.89%

Holdings18

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PLSSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLSSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLSSX Mutual Fund Overlap Analysis

PLSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PLSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLSSX may share significant positions with broad-market funds.

PLSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLSSX tax-loss harvesting finds highly correlated but non-identical funds.