PFPPX Mutual Fund

NAV$8.02

AUM$10M

TER1.24%

Holdings57

PFPPX Mutual Fund

NAV$8.02

Principal MidCap Growth Fund Class R-3

AUM$10M

TER1.24%

Holdings57

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Holdings Overlap Analysis

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

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.