PCCIX Mutual Fund Analysis & Holdings | MarketXLS

PCCIX Mutual Fund

NAV$13.18

AUM$219M

TER0.73%

Holdings34

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PCCIX Mutual Fund

NAV$13.18

Principal Strategic Asset Management Conservative Balanced Portfolio Institutional Class

AUM$219M

TER0.73%

Holdings34

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

PCCIX Mutual Fund Overlap Analysis

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

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

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