PPQPX Mutual Fund
PPQPX Mutual Fund
NAV$7.41
AUM$3M
TER1.06%
Holdings322
See how much of PPQPX you already own
PPQPX Mutual Fund
NAV$7.41
Principal MidCap Growth Fund III Class R-5
AUM$3M
TER1.06%
Holdings322
See how much of PPQPX you already own
PPQPX Mutual Fund Overlap Analysis
PPQPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPQPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PPQPX may share significant positions with broad-market funds.
PPQPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPQPX tax-loss harvesting finds highly correlated but non-identical funds.