PCAMX Mutual Fund
PCAMX Mutual Fund
NAV$83.37
AUM$1M
TER1.32%
Holdings101
See how much of PCAMX you already own
PCAMX Mutual Fund
NAV$83.37
Principal Capital Appreciation Fund R-1 Class
AUM$1M
TER1.32%
Holdings101
See how much of PCAMX you already own
PCAMX Mutual Fund Overlap Analysis
PCAMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, PCAMX may share significant positions with broad-market funds.
PCAMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCAMX tax-loss harvesting finds highly correlated but non-identical funds.