PPSJX Mutual Fund

NAV$8.92

AUM$31M

TER1.00%

Holdings321

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PPSJX Mutual Fund

NAV$8.92

Principal Spectrum Preferred and Capital Securities Income Fund Class J

AUM$31M

TER1.00%

Holdings321

See how much of PPSJX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PPSJX Mutual Fund Overlap Analysis

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

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

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