PCRSX Mutual Fund
PCRSX Mutual Fund
NAV$14.71
AUM$11M
TER1.47%
Holdings220
See how much of PCRSX you already own
PCRSX Mutual Fund
NAV$14.71
Principal Large Cap Growth Fund I Class R-1
AUM$11M
TER1.47%
Holdings220
See how much of PCRSX you already own
PCRSX Mutual Fund Overlap Analysis
PCRSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, PCRSX may share significant positions with broad-market funds.
PCRSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCRSX tax-loss harvesting finds highly correlated but non-identical funds.