PZASX Mutual Fund

NAV$18.25

AUM$13M

TER1.54%

Holdings15

See how much of PZASX you already own

Just $25 once·$69/mo·Download sample

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PZASX Mutual Fund

NAV$18.25

Principal LifeTime 2050 Fund Class R-1

AUM$13M

TER1.54%

Holdings15

See how much of PZASX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PZASX Mutual Fund Overlap Analysis

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

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

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