PCWPX Mutual Fund Analysis & Holdings | MarketXLS

PCWPX Mutual Fund

NAV$20.61

AUM$31M

TER1.03%

Holdings27

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PCWPX Mutual Fund

NAV$20.61

Principal Strategic Asset Management Conservative Growth Portfolio Class R-5

AUM$31M

TER1.03%

Holdings27

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PCWPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PCWPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.