PPUPX Mutual Fund

NAV$14.64

AUM$83M

TER0.85%

Holdings220

See how much of PPUPX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

PPUPX Mutual Fund

NAV$14.64

Principal Large Cap Growth Fund I Class R-5

AUM$83M

TER0.85%

Holdings220

See how much of PPUPX 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 PPUPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PPUPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PPUPX Mutual Fund Overlap Analysis

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

PPUPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 220 holdings, PPUPX may share significant positions with broad-market funds.

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