PLZTX Mutual Fund Analysis & Holdings | MarketXLS

PLZTX Mutual Fund

NAV$15.51

AUM$506M

TER0.29%

Holdings12

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PLZTX Mutual Fund

NAV$15.51

Principal LifeTime Hybrid 2030 Fund Class R6

AUM$506M

TER0.29%

Holdings12

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

PLZTX Mutual Fund Overlap Analysis

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

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

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