PTEFX Mutual Fund

NAV$19.86

AUM$145M

TER0.84%

Holdings15

PTEFX Mutual Fund

NAV$19.86

Principal LifeTime 2050 Fund Class R-5

AUM$145M

TER0.84%

Holdings15

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Holdings Overlap Analysis

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

PTEFX Mutual Fund Overlap Analysis

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

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

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