PLPIX Mutual Fund
PLPIX Mutual Fund
NAV$28.84
AUM$16M
TER0.98%
Holdings507
See how much of PLPIX you already own
PLPIX Mutual Fund
NAV$28.84
Principal LargeCap S&P 500 Index Fund Class R-1
AUM$16M
TER0.98%
Holdings507
See how much of PLPIX you already own
PLPIX Mutual Fund Overlap Analysis
PLPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PLPIX may share significant positions with broad-market funds.
PLPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLPIX tax-loss harvesting finds highly correlated but non-identical funds.