PLSSX Mutual Fund
PLSSX Mutual Fund
NAV$11.57
AUM$7M
TER0.89%
Holdings18
See how much of PLSSX you already own
PLSSX Mutual Fund
NAV$11.57
Principal LifeTime Strategic Income Fund Class R4
AUM$7M
TER0.89%
Holdings18
See how much of PLSSX you already own
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.