PBLAX Mutual Fund

NAV$40.57

AUM$1.0B

TER0.92%

Holdings38

See how much of PBLAX you already own

Just $25 once·$69/mo·Download sample

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PBLAX Mutual Fund

NAV$40.57

Principal Blue Chip Fund Class A

AUM$1.0B

TER0.92%

Holdings38

See how much of PBLAX 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 PBLAX 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 PBLAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PBLAX Mutual Fund Overlap Analysis

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

PBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PBLAX may share significant positions with broad-market funds.

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