PLTHX Mutual Fund

NAV$22.07

AUM$27M

TER0.36%

Holdings9

PLTHX Mutual Fund

NAV$22.07

Principal LifeTime Hybrid 2060 Fund Institutional

AUM$27M

TER0.36%

Holdings9

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Holdings Overlap Analysis

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

PLTHX Mutual Fund Overlap Analysis

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

PLTHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 9 holdings, PLTHX may share significant positions with broad-market funds.

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