PTCMX Mutual Fund

NAV$15.08

AUM$120M

TER1.07%

Holdings18

PTCMX Mutual Fund

NAV$15.08

Principal LifeTime 2030 Fund Class R-3

AUM$120M

TER1.07%

Holdings18

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Holdings Overlap Analysis

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

PTCMX Mutual Fund Overlap Analysis

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

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

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