PPSRX Mutual Fund
PPSRX Mutual Fund
NAV$20.19
AUM$6M
TER0.93%
Holdings285
See how much of PPSRX you already own
PPSRX Mutual Fund
NAV$20.19
Principal LargeCap Value Fund III Class R-5
AUM$6M
TER0.93%
Holdings285
See how much of PPSRX you already own
PPSRX Mutual Fund Overlap Analysis
PPSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PPSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 285 holdings, PPSRX may share significant positions with broad-market funds.
PPSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PPSRX tax-loss harvesting finds highly correlated but non-identical funds.