PFPPX Mutual Fund
PFPPX Mutual Fund
NAV$8.02
AUM$10M
TER1.24%
Holdings57
See how much of PFPPX you already own
PFPPX Mutual Fund
NAV$8.02
Principal MidCap Growth Fund Class R-3
AUM$10M
TER1.24%
Holdings57
See how much of PFPPX you already own
PFPPX Mutual Fund Overlap Analysis
PFPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PFPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, PFPPX may share significant positions with broad-market funds.
PFPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PFPPX tax-loss harvesting finds highly correlated but non-identical funds.