PPQJX Mutual Fund
PPQJX Mutual Fund
NAV$3.12
AUM$41M
TER1.07%
Holdings322
See how much of PPQJX you already own
PPQJX Mutual Fund
NAV$3.12
Principal MidCap Growth Fund III Class J
AUM$41M
TER1.07%
Holdings322
See how much of PPQJX you already own
PPQJX Mutual Fund Overlap Analysis
PPQJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPQJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PPQJX may share significant positions with broad-market funds.
PPQJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPQJX tax-loss harvesting finds highly correlated but non-identical funds.