PPSFX Mutual Fund

NAV$22.15

AUM$8M

TER1.24%

Holdings882

PPSFX Mutual Fund

NAV$22.15

Principal LargeCap Value Fund III Class R-3

AUM$8M

TER1.24%

Holdings882

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Holdings Overlap Analysis

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

PPSFX Mutual Fund Overlap Analysis

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

PPSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 882 holdings, PPSFX may share significant positions with broad-market funds.

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