PJARX Mutual Fund
PJARX Mutual Fund
NAV$12.44
AUM$7M
TER1.45%
Holdings1,553
See how much of PJARX you already own
PJARX Mutual Fund
NAV$12.44
Principal SmallCap Value Fund II Class R-3
AUM$7M
TER1.45%
Holdings1,553
See how much of PJARX you already own
PJARX Mutual Fund Overlap Analysis
PJARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PJARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PJARX may share significant positions with broad-market funds.
PJARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PJARX tax-loss harvesting finds highly correlated but non-identical funds.