PLTFX Mutual Fund Analysis & Holdings | MarketXLS

PLTFX Mutual Fund

NAV$15.57

AUM$4M

TER0.88%

Holdings15

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PLTFX Mutual Fund

NAV$15.57

Principal LifeTime 2070 Fund Class R5

AUM$4M

TER0.88%

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

PLTFX Mutual Fund Overlap Analysis

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

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

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