PCSFX Mutual Fund
PCSFX Mutual Fund
NAV$9.55
AUM$808M
Holdings186
See how much of PCSFX you already own
PCSFX Mutual Fund
NAV$9.55
Principal Capital Securities Fund Class S
AUM$808M
Holdings186
See how much of PCSFX you already own
PCSFX Mutual Fund Overlap Analysis
PCSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 186 holdings, PCSFX may share significant positions with broad-market funds.
PCSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCSFX tax-loss harvesting finds highly correlated but non-identical funds.