PRCEX Mutual Fund
PRCEX Mutual Fund
NAV$31.26
AUM$10M
TER2.07%
Holdings38
See how much of PRCEX you already own
PRCEX Mutual Fund
NAV$31.26
Principal Real Estate Securities Fund Class C
AUM$10M
TER2.07%
Holdings38
See how much of PRCEX you already own
PRCEX Mutual Fund Overlap Analysis
PRCEX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PRCEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PRCEX may share significant positions with broad-market funds.
PRCEX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRCEX tax-loss harvesting finds highly correlated but non-identical funds.