PNARX Mutual Fund
PNARX Mutual Fund
NAV$9.00
AUM$2M
TER1.28%
Holdings321
See how much of PNARX you already own
PNARX Mutual Fund
NAV$9.00
Principal Spectrum Preferred and Capital Securities Income Fund Class R3
AUM$2M
TER1.28%
Holdings321
See how much of PNARX you already own
PNARX Mutual Fund Overlap Analysis
PNARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PNARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PNARX may share significant positions with broad-market funds.
PNARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PNARX tax-loss harvesting finds highly correlated but non-identical funds.