PQARX Mutual Fund
PQARX Mutual Fund
NAV$9.00
AUM$990,550.7
TER1.08%
Holdings321
See how much of PQARX you already own
PQARX Mutual Fund
NAV$9.00
Principal Spectrum Preferred and Capital Securities Income Fund Class R4
AUM$990,550.7
TER1.08%
Holdings321
See how much of PQARX you already own
PQARX Mutual Fund Overlap Analysis
PQARX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PQARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PQARX may share significant positions with broad-market funds.
PQARX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PQARX tax-loss harvesting finds highly correlated but non-identical funds.