PPLCX Mutual Fund
PPLCX Mutual Fund
NAV$8.23
AUM$13M
TER1.34%
Holdings590
See how much of PPLCX you already own
PPLCX Mutual Fund
NAV$8.23
DWS Short Duration Fund Class C
AUM$13M
TER1.34%
Holdings590
See how much of PPLCX you already own
PPLCX Mutual Fund Overlap Analysis
PPLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 590 holdings, PPLCX may share significant positions with broad-market funds.
PPLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPLCX tax-loss harvesting finds highly correlated but non-identical funds.