PLTLX Mutual Fund

NAV$15.62

AUM$1M

TER0.88%

Holdings15

PLTLX Mutual Fund

NAV$15.62

Principal LifeTime 2070 Fund Class J

AUM$1M

TER0.88%

Holdings15

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Holdings Overlap Analysis

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

PLTLX Mutual Fund Overlap Analysis

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

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

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