PPQSX Mutual Fund

NAV$11.64

AUM$2M

TER1.18%

Holdings322

PPQSX Mutual Fund

NAV$11.64

Principal MidCap Growth Fund III Class R-4

AUM$2M

TER1.18%

Holdings322

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Holdings Overlap Analysis

Compare PPQSX 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 PPQSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPQSX Mutual Fund Overlap Analysis

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

PPQSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 322 holdings, PPQSX may share significant positions with broad-market funds.

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