PCWSX Mutual Fund

NAV$20.08

AUM$5M

TER1.19%

Holdings27

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$99/yr Pro · 7-day refund

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PCWSX Mutual Fund

NAV$20.08

Principal Strategic Asset Management Conservative Growth Portfolio Class R-4

AUM$5M

TER1.19%

Holdings27

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

Compare PCWSX 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 PCWSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PCWSX Mutual Fund Overlap Analysis

PCWSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PCWSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, PCWSX may share significant positions with broad-market funds.

PCWSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PCWSX tax-loss harvesting finds highly correlated but non-identical funds.