PTERX Mutual Fund

NAV$19.54

AUM$92M

TER1.15%

Holdings15

PTERX Mutual Fund

NAV$19.54

Principal LifeTime 2050 Fund Class R-3

AUM$92M

TER1.15%

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

PTERX Mutual Fund Overlap Analysis

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

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

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