PPSFX Mutual Fund
PPSFX Mutual Fund
NAV$22.26
AUM$9M
TER1.24%
Holdings882
See how much of PPSFX you already own
PPSFX Mutual Fund
NAV$22.26
Principal LargeCap Value Fund III Class R-3
AUM$9M
TER1.24%
Holdings882
See how much of PPSFX you already own
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.