PCAMX Mutual Fund Analysis & Holdings | MarketXLS

PCAMX Mutual Fund

NAV$83.37

AUM$1M

TER1.32%

Holdings95

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PCAMX Mutual Fund

NAV$83.37

Principal Capital Appreciation Fund R-1 Class

AUM$1M

TER1.32%

Holdings95

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

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 95 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.