PPARX Mutual Fund

NAV$9.09

AUM$2M

TER0.97%

Holdings321

See how much of PPARX you already own

Just $25 once·$99/mo·Download sample

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PPARX Mutual Fund

NAV$9.09

Principal Spectrum Preferred and Capital Securities Income Fund Class R5

AUM$2M

TER0.97%

Holdings321

See how much of PPARX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.