PMSSX Mutual Fund Analysis & Holdings | MarketXLS

PMSSX Mutual Fund

NAV$26.03

AUM$6M

TER1.04%

Holdings404

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PMSSX Mutual Fund

NAV$26.03

Principal MidCap S&P 400 Index Fund Class R-1

AUM$6M

TER1.04%

Holdings404

See inside every fund you own

$149/yr 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 PMSSX 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 PMSSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PMSSX Mutual Fund Overlap Analysis

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

PMSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PMSSX may share significant positions with broad-market funds.

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