PPVIX Mutual Fund

NAV$13.63

AUM$160M

TER0.94%

Holdings1,553

PPVIX Mutual Fund

NAV$13.63

Principal SmallCap Value Fund Institutional Class

AUM$160M

TER0.94%

Holdings1,553

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Holdings Overlap Analysis

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

PPVIX Mutual Fund Overlap Analysis

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

PPVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PPVIX may share significant positions with broad-market funds.

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