PCBPX Mutual Fund Analysis & Holdings | MarketXLS

PCBPX Mutual Fund

NAV$13.15

AUM$10M

TER1.28%

Holdings34

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PCBPX Mutual Fund

NAV$13.15

Principal Strategic Asset Management Conservative Balanced Portfolio Class R-3

AUM$10M

TER1.28%

Holdings34

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

PCBPX Mutual Fund Overlap Analysis

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

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

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