PPFAX Mutual Fund
PPFAX Mutual Fund
NAV$11.94
AUM$5M
TER2.21%
Holdings17
PPFAX Mutual Fund
NAV$11.94
Princeton Premium Fund Class A
AUM$5M
TER2.21%
Holdings17
PPFAX Mutual Fund Overlap Analysis
PPFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, PPFAX may share significant positions with broad-market funds.
PPFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPFAX tax-loss harvesting finds highly correlated but non-identical funds.