PIPPX Mutual Fund
PIPPX Mutual Fund
NAV$11.76
AUM$6M
TER1.05%
Holdings57
See how much of PIPPX you already own
PIPPX Mutual Fund
NAV$11.76
Principal MidCap Growth Fund Class R-4
AUM$6M
TER1.05%
Holdings57
See how much of PIPPX you already own
PIPPX Mutual Fund Overlap Analysis
PIPPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PIPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, PIPPX may share significant positions with broad-market funds.
PIPPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PIPPX tax-loss harvesting finds highly correlated but non-identical funds.