PCBJX Mutual Fund
PCBJX Mutual Fund
NAV$13.12
AUM$1.1B
TER0.87%
Holdings34
See how much of PCBJX you already own
PCBJX Mutual Fund
NAV$13.12
Principal Strategic Asset Management Conservative Balanced Portfolio Class J
AUM$1.1B
TER0.87%
Holdings34
See how much of PCBJX you already own
PCBJX Mutual Fund Overlap Analysis
PCBJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PCBJX may share significant positions with broad-market funds.
PCBJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCBJX tax-loss harvesting finds highly correlated but non-identical funds.