PLFSX Mutual Fund Analysis & Holdings | MarketXLS

PLFSX Mutual Fund

NAV$29.22

AUM$130M

TER0.48%

Holdings507

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PLFSX Mutual Fund

NAV$29.22

Principal LargeCap S&P 500 Index Fund Class R-4

AUM$130M

TER0.48%

Holdings507

See inside every fund you own

$45/quarter 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 PLFSX 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 PLFSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLFSX Mutual Fund Overlap Analysis

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

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

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