PLASX Mutual Fund
PLASX Mutual Fund
NAV$17.95
AUM$2M
TER1.50%
Holdings735
See how much of PLASX you already own
PLASX Mutual Fund
NAV$17.95
Principal MidCap Value Fund Class R1
AUM$2M
TER1.50%
Holdings735
See how much of PLASX you already own
PLASX Mutual Fund Overlap Analysis
PLASX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLASX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 735 holdings, PLASX may share significant positions with broad-market funds.
PLASX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLASX tax-loss harvesting finds highly correlated but non-identical funds.