PLVIX Mutual Fund

NAV$19.97

AUM$2.8B

TER0.68%

Holdings882

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PLVIX Mutual Fund

NAV$19.97

Principal LargeCap Value Fund III Institutional Class

AUM$2.8B

TER0.68%

Holdings882

See how much of PLVIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PLVIX Mutual Fund Overlap Analysis

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

PLVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 882 holdings, PLVIX may share significant positions with broad-market funds.

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