PREJX Mutual Fund
PREJX Mutual Fund
NAV$29.88
AUM$124M
TER1.09%
Holdings38
See how much of PREJX you already own
PREJX Mutual Fund
NAV$29.88
Principal Real Estate Securities Fund Class J
AUM$124M
TER1.09%
Holdings38
See how much of PREJX you already own
PREJX Mutual Fund Overlap Analysis
PREJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PREJX may share significant positions with broad-market funds.
PREJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREJX tax-loss harvesting finds highly correlated but non-identical funds.