MPSIX Mutual Fund

NAV$24.33

AUM$294M

TER0.25%

Holdings405

See how much of MPSIX you already own

Just $25 once·$99/mo·Download sample

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MPSIX Mutual Fund

NAV$24.33

Principal MidCap S&P 400 Index Fund Institutional Class

AUM$294M

TER0.25%

Holdings405

See how much of MPSIX you already own

Just $25 once·$99/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 MPSIX 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 MPSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MPSIX Mutual Fund Overlap Analysis

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

MPSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 405 holdings, MPSIX may share significant positions with broad-market funds.

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