PCSSX Mutual Fund
PCSSX Mutual Fund
NAV$12.40
AUM$2M
TER1.62%
Holdings34
See how much of PCSSX you already own
PCSSX Mutual Fund
NAV$12.40
Principal Strategic Asset Management Conservative Balanced Portfolio Class R1
AUM$2M
TER1.62%
Holdings34
See how much of PCSSX you already own
PCSSX Mutual Fund Overlap Analysis
PCSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, PCSSX may share significant positions with broad-market funds.
PCSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCSSX tax-loss harvesting finds highly correlated but non-identical funds.