PLPIX Mutual Fund Analysis & Holdings | MarketXLS

PLPIX Mutual Fund

NAV$28.84

AUM$16M

TER0.98%

Holdings507

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PLPIX Mutual Fund

NAV$28.84

Principal LargeCap S&P 500 Index Fund Class R-1

AUM$16M

TER0.98%

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

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.