PLVJX Mutual Fund
PLVJX Mutual Fund
NAV$19.34
AUM$93M
TER0.92%
Holdings285
See how much of PLVJX you already own
PLVJX Mutual Fund
NAV$19.34
Principal LargeCap Value Fund III Class J
AUM$93M
TER0.92%
Holdings285
See how much of PLVJX you already own
PLVJX Mutual Fund Overlap Analysis
PLVJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLVJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 285 holdings, PLVJX may share significant positions with broad-market funds.
PLVJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLVJX tax-loss harvesting finds highly correlated but non-identical funds.