PTDIX Mutual Fund

NAV$18.12

AUM$2.9B

TER0.55%

Holdings15

PTDIX Mutual Fund

NAV$18.12

Principal LifeTime 2040 Fund Institutional Class

AUM$2.9B

TER0.55%

Holdings15

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PTDIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PTDIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PTDIX Mutual Fund Overlap Analysis

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

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

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