PCAPX Mutual Fund

NAV$85.19

AUM$14M

TER0.82%

Holdings95

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PCAPX Mutual Fund

NAV$85.19

Principal Capital Appreciation Fund R-4 Class

AUM$14M

TER0.82%

Holdings95

See inside every fund you own

$99/yr 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 PCAPX 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 PCAPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCAPX Mutual Fund Overlap Analysis

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

PCAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, PCAPX may share significant positions with broad-market funds.

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