PEPSX Mutual Fund Analysis & Holdings | MarketXLS

PEPSX Mutual Fund

NAV$40.48

AUM$8M

TER1.25%

Holdings89

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PEPSX Mutual Fund

NAV$40.48

Principal Global Emerging Markets Fund Class R-5

AUM$8M

TER1.25%

Holdings89

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

PEPSX Mutual Fund Overlap Analysis

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

PEPSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 89 holdings, PEPSX may share significant positions with broad-market funds.

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