PISPX Mutual Fund Analysis & Holdings | MarketXLS

PISPX Mutual Fund

NAV$7.16

AUM$509,643.46

TER1.27%

Holdings133

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PISPX Mutual Fund

NAV$7.16

Principal Inflation Protection Fund Class R-1

AUM$509,643.46

TER1.27%

Holdings133

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

PISPX Mutual Fund Overlap Analysis

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

PISPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 133 holdings, PISPX may share significant positions with broad-market funds.

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