PCBFX Mutual Fund

NAV$13.17

AUM$30M

TER0.97%

Holdings34

PCBFX Mutual Fund

NAV$13.17

Principal Strategic Asset Management Conservative Balanced Portfolio Class R-5

AUM$30M

TER0.97%

Holdings34

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Holdings Overlap Analysis

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

PCBFX Mutual Fund Overlap Analysis

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

PCBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PCBFX may share significant positions with broad-market funds.

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