PPUMX Mutual Fund

NAV$11.92

AUM$55M

TER1.16%

Holdings416

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PPUMX Mutual Fund

NAV$11.92

Principal Large Cap Growth Fund I Class R-3

AUM$55M

TER1.16%

Holdings416

See inside every fund you own

$99/yr 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 PPUMX 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 PPUMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPUMX Mutual Fund Overlap Analysis

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

PPUMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 416 holdings, PPUMX may share significant positions with broad-market funds.

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