PCWPX Mutual Fund
PCWPX Mutual Fund
NAV$20.11
AUM$31M
TER1.03%
Holdings27
See how much of PCWPX you already own
PCWPX Mutual Fund
NAV$20.11
Principal Strategic Asset Management Conservative Growth Portfolio Class R-5
AUM$31M
TER1.03%
Holdings27
See how much of PCWPX you already own
PCWPX Mutual Fund Overlap Analysis
PCWPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PCWPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PCWPX may share significant positions with broad-market funds.
PCWPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCWPX tax-loss harvesting finds highly correlated but non-identical funds.