PPNMX Mutual Fund
PPNMX Mutual Fund
NAV$12.84
AUM$18M
TER1.44%
Holdings1,223
See how much of PPNMX you already own
PPNMX Mutual Fund
NAV$12.84
Principal SmallCap Growth Fund I Class R-3
AUM$18M
TER1.44%
Holdings1,223
See how much of PPNMX you already own
PPNMX Mutual Fund Overlap Analysis
PPNMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPNMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PPNMX may share significant positions with broad-market funds.
PPNMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPNMX tax-loss harvesting finds highly correlated but non-identical funds.