PLLAX Mutual Fund
PLLAX Mutual Fund
NAV$32.88
AUM$295M
TER1.11%
Holdings115
See how much of PLLAX you already own
PLLAX Mutual Fund
NAV$32.88
Principal SmallCap Fund Class A
AUM$295M
TER1.11%
Holdings115
See how much of PLLAX you already own
PLLAX Mutual Fund Overlap Analysis
PLLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PLLAX may share significant positions with broad-market funds.
PLLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLLAX tax-loss harvesting finds highly correlated but non-identical funds.