PRAEX Mutual Fund
PRAEX Mutual Fund
NAV$29.42
AUM$2M
TER1.68%
Holdings38
PRAEX Mutual Fund
NAV$29.42
Principal Real Estate Securities Fund Class R-1
AUM$2M
TER1.68%
Holdings38
PRAEX Mutual Fund Overlap Analysis
PRAEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRAEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PRAEX may share significant positions with broad-market funds.
PRAEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRAEX tax-loss harvesting finds highly correlated but non-identical funds.