PLTOX Mutual Fund Analysis & Holdings | MarketXLS

PLTOX Mutual Fund

NAV$20.74

AUM$50M

TER0.85%

Holdings15

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PLTOX Mutual Fund

NAV$20.74

Principal LifeTime 2060 Fund Class R5

AUM$50M

TER0.85%

Holdings15

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

PLTOX Mutual Fund Overlap Analysis

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

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

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