PTBPX Mutual Fund Analysis & Holdings | MarketXLS

PTBPX Mutual Fund

NAV$12.64

AUM$73M

TER0.73%

Holdings18

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PTBPX Mutual Fund

NAV$12.64

Principal LifeTime 2020 Fund Class R-5

AUM$73M

TER0.73%

Holdings18

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

PTBPX Mutual Fund Overlap Analysis

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

PTBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 18 holdings, PTBPX may share significant positions with broad-market funds.

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