PLFMX Mutual Fund

NAV$36.51

AUM$211M

TER0.66%

Holdings507

See how much of PLFMX you already own

Just $25 once·$99/mo·Download sample

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PLFMX Mutual Fund

NAV$36.51

Principal LargeCap S&P 500 Index Fund Class R-3

AUM$211M

TER0.66%

Holdings507

See how much of PLFMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PLFMX Mutual Fund Overlap Analysis

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

PLFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PLFMX may share significant positions with broad-market funds.

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