PESSX Mutual Fund Analysis & Holdings | MarketXLS

PESSX Mutual Fund

NAV$26.06

AUM$2M

TER1.46%

Holdings89

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PESSX Mutual Fund

NAV$26.06

Principal Global Emerging Markets Fund Class R-4

AUM$2M

TER1.46%

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

PESSX Mutual Fund Overlap Analysis

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

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

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