PLARX Mutual Fund Analysis & Holdings | MarketXLS

PLARX Mutual Fund

NAV$13.20

AUM$8M

TER1.14%

Holdings1,553

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

PLARX Mutual Fund

NAV$13.20

Principal SmallCap Value Fund II Class R-5

AUM$8M

TER1.14%

Holdings1,553

See inside every fund you own

$149/yr 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 PLARX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLARX Mutual Fund Overlap Analysis

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

PLARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PLARX may share significant positions with broad-market funds.

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