PCRSX Mutual Fund Analysis & Holdings | MarketXLS

PCRSX Mutual Fund

NAV$14.71

AUM$11M

TER1.47%

Holdings416

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PCRSX Mutual Fund

NAV$14.71

Principal Large Cap Growth Fund I Class R-1

AUM$11M

TER1.47%

Holdings416

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 PCRSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PCRSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 416 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.