PLFPX Mutual Fund
PLFPX Mutual Fund
NAV$37.23
AUM$438M
TER0.35%
Holdings507
See how much of PLFPX you already own
PLFPX Mutual Fund
NAV$37.23
Principal LargeCap S&P 500 Index Fund Class R-5
AUM$438M
TER0.35%
Holdings507
See how much of PLFPX you already own
PLFPX Mutual Fund Overlap Analysis
PLFPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLFPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PLFPX may share significant positions with broad-market funds.
PLFPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLFPX tax-loss harvesting finds highly correlated but non-identical funds.