PPUSX Mutual Fund

NAV$17.77

AUM$43M

TER0.97%

Holdings413

PPUSX Mutual Fund

NAV$17.77

Principal Large Cap Growth Fund I Class R-4

AUM$43M

TER0.97%

Holdings413

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

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

PPUSX Mutual Fund Overlap Analysis

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

PPUSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 413 holdings, PPUSX may share significant positions with broad-market funds.

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