PNARX Mutual Fund Analysis & Holdings | MarketXLS

PNARX Mutual Fund

NAV$9.13

AUM$2M

TER1.28%

Holdings321

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PNARX Mutual Fund

NAV$9.13

Principal Spectrum Preferred and Capital Securities Income Fund Class R3

AUM$2M

TER1.28%

Holdings321

See inside every fund you own

$45/quarter 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 PNARX 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 PNARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.