PREJX Mutual Fund Analysis & Holdings | MarketXLS

PREJX Mutual Fund

NAV$30.64

AUM$130M

TER1.09%

Holdings38

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PREJX Mutual Fund

NAV$30.64

Principal Real Estate Securities Fund Class J

AUM$130M

TER1.09%

Holdings38

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 PREJX 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 PREJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.