PLTNX Mutual Fund Analysis & Holdings | MarketXLS

PLTNX Mutual Fund

NAV$21.23

AUM$41M

TER0.36%

Holdings9

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PLTNX Mutual Fund

NAV$21.23

Principal LifeTime Hybrid 2055 Fund Institutional

AUM$41M

TER0.36%

Holdings9

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

PLTNX Mutual Fund Overlap Analysis

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

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

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