PCWIX Mutual Fund
PCWIX Mutual Fund
NAV$20.37
AUM$510M
TER0.79%
Holdings27
See how much of PCWIX you already own
PCWIX Mutual Fund
NAV$20.37
Principal Strategic Asset Management Conservative Growth Portfolio Institutional Class
AUM$510M
TER0.79%
Holdings27
See how much of PCWIX you already own
PCWIX Mutual Fund Overlap Analysis
PCWIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PCWIX may share significant positions with broad-market funds.
PCWIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCWIX tax-loss harvesting finds highly correlated but non-identical funds.