PPNSX Mutual Fund

NAV$13.61

AUM$10M

TER1.25%

Holdings1,223

PPNSX Mutual Fund

NAV$13.61

Principal SmallCap Growth Fund I Class R-4

AUM$10M

TER1.25%

Holdings1,223

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Holdings Overlap Analysis

Compare PPNSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPNSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPNSX Mutual Fund Overlap Analysis

PPNSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PPNSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PPNSX may share significant positions with broad-market funds.

PPNSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPNSX tax-loss harvesting finds highly correlated but non-identical funds.