PTDAX Mutual Fund Analysis & Holdings | MarketXLS

PTDAX Mutual Fund

NAV$17.58

AUM$141M

TER0.88%

Holdings15

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PTDAX Mutual Fund

NAV$17.58

Principal LifeTime 2040 Fund Class A

AUM$141M

TER0.88%

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

PTDAX Mutual Fund Overlap Analysis

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

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

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