PPNPX Mutual Fund
PPNPX Mutual Fund
NAV$15.50
AUM$32M
TER1.13%
Holdings1,223
See how much of PPNPX you already own
PPNPX Mutual Fund
NAV$15.50
Principal SmallCap Growth Fund I Class R-5
AUM$32M
TER1.13%
Holdings1,223
See how much of PPNPX you already own
PPNPX Mutual Fund Overlap Analysis
PPNPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPNPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PPNPX may share significant positions with broad-market funds.
PPNPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPNPX tax-loss harvesting finds highly correlated but non-identical funds.