PLTGX Mutual Fund
PLTGX Mutual Fund
NAV$15.58
AUM$105M
TER0.63%
Holdings16
See how much of PLTGX you already own
PLTGX Mutual Fund
NAV$15.58
Principal LifeTime 2070 Fund Institutional Class
AUM$105M
TER0.63%
Holdings16
See how much of PLTGX you already own
PLTGX Mutual Fund Overlap Analysis
PLTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, PLTGX may share significant positions with broad-market funds.
PLTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLTGX tax-loss harvesting finds highly correlated but non-identical funds.