PPFIX Mutual Fund
PPFIX Mutual Fund
NAV$12.13
AUM$265M
TER1.96%
Holdings17
See how much of PPFIX you already own
PPFIX Mutual Fund
NAV$12.13
Princeton Premium Fund Class I
AUM$265M
TER1.96%
Holdings17
See how much of PPFIX you already own
PPFIX Mutual Fund Overlap Analysis
PPFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 17 holdings, PPFIX may share significant positions with broad-market funds.
PPFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPFIX tax-loss harvesting finds highly correlated but non-identical funds.