PMSSX Mutual Fund
PMSSX Mutual Fund
NAV$26.03
AUM$6M
TER1.04%
Holdings404
See how much of PMSSX you already own
PMSSX Mutual Fund
NAV$26.03
Principal MidCap S&P 400 Index Fund Class R-1
AUM$6M
TER1.04%
Holdings404
See how much of PMSSX you already own
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.