PLTBX Mutual Fund Analysis & Holdings | MarketXLS

PLTBX Mutual Fund

NAV$13.11

AUM$248,184.07

TER1.10%

Holdings15

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PLTBX Mutual Fund

NAV$13.11

Principal LifeTime 2070 Fund Class R4

AUM$248,184.07

TER1.10%

Holdings15

See inside every fund you own

$45/quarter 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 PLTBX 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 PLTBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLTBX Mutual Fund Overlap Analysis

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

PLTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, PLTBX may share significant positions with broad-market funds.

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