PCSXX Mutual Fund
PCSXX Mutual Fund
NAV$1.00
AUM$327M
TER0.47%
Holdings109
PCSXX Mutual Fund
NAV$1.00
Principal Money Market Fund
AUM$327M
TER0.47%
Holdings109
PCSXX Mutual Fund Overlap Analysis
PCSXX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCSXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 109 holdings, PCSXX may share significant positions with broad-market funds.
PCSXX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCSXX tax-loss harvesting finds highly correlated but non-identical funds.