PLTJX Mutual Fund
PLTJX Mutual Fund
NAV$15.14
AUM$1.1B
TER0.67%
Holdings18
See how much of PLTJX you already own
PLTJX Mutual Fund
NAV$15.14
Principal LifeTime 2030 Fund Class J
AUM$1.1B
TER0.67%
Holdings18
See how much of PLTJX you already own
PLTJX Mutual Fund Overlap Analysis
PLTJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLTJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PLTJX may share significant positions with broad-market funds.
PLTJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLTJX tax-loss harvesting finds highly correlated but non-identical funds.