PLTTX Mutual Fund

NAV$13.11

AUM$206M

TER0.31%

Holdings12

PLTTX Mutual Fund

NAV$13.11

Principal LifeTime Hybrid 2020 Fund Class R6

AUM$206M

TER0.31%

Holdings12

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Holdings Overlap Analysis

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

PLTTX Mutual Fund Overlap Analysis

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

PLTTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, PLTTX may share significant positions with broad-market funds.

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