PLTCX Mutual Fund Analysis & Holdings | MarketXLS

PLTCX Mutual Fund

NAV$20.53

AUM$36M

TER1.16%

Holdings15

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PLTCX Mutual Fund

NAV$20.53

Principal LifeTime 2060 Fund Class R3

AUM$36M

TER1.16%

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 PLTCX 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 PLTCX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLTCX Mutual Fund Overlap Analysis

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

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

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