PCPTX Mutual Fund

NAV$11.22

AUM$682,181.21

TER1.82%

Holdings1,553

PCPTX Mutual Fund

NAV$11.22

Principal SmallCap Value Fund II Class R1

AUM$682,181.21

TER1.82%

Holdings1,553

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Holdings Overlap Analysis

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

PCPTX Mutual Fund Overlap Analysis

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

PCPTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PCPTX may share significant positions with broad-market funds.

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