PPREX Mutual Fund Analysis & Holdings | MarketXLS

PPREX Mutual Fund

NAV$9.21

AUM$533M

TER0.71%

Holdings321

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PPREX Mutual Fund

NAV$9.21

Principal Spectrum Preferred and Capital Securities Income Fund

AUM$533M

TER0.71%

Holdings321

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PPREX Mutual Fund Overlap Analysis

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

PPREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PPREX may share significant positions with broad-market funds.

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