PQARX Mutual Fund Analysis & Holdings | MarketXLS

PQARX Mutual Fund

NAV$9.00

AUM$990,550.7

TER1.08%

Holdings321

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PQARX Mutual Fund

NAV$9.00

Principal Spectrum Preferred and Capital Securities Income Fund Class R4

AUM$990,550.7

TER1.08%

Holdings321

See inside every fund you own

$45/quarter 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 PQARX 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 PQARX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.