PTESX Mutual Fund Analysis & Holdings | MarketXLS

PTESX Mutual Fund

NAV$18.41

AUM$40M

TER1.04%

Holdings15

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PTESX Mutual Fund

NAV$18.41

Principal LifeTime 2050 Fund Class R-4

AUM$40M

TER1.04%

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

PTESX Mutual Fund Overlap Analysis

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

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

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