PPARX Mutual Fund

NAV$9.16

AUM$3M

TER0.97%

Holdings321

PPARX Mutual Fund

NAV$9.16

Principal Spectrum Preferred and Capital Securities Income Fund Class R5

AUM$3M

TER0.97%

Holdings321

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Holdings Overlap Analysis

Compare PPARX 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 PPARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPARX Mutual Fund Overlap Analysis

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

PPARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PPARX may share significant positions with broad-market funds.

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