PTDPX Mutual Fund Analysis & Holdings | MarketXLS

PTDPX Mutual Fund

NAV$18.01

AUM$180M

TER0.80%

Holdings15

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PTDPX Mutual Fund

NAV$18.01

Principal LifeTime 2040 Fund Class R-5

AUM$180M

TER0.80%

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

PTDPX Mutual Fund Overlap Analysis

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

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

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