PREPX Mutual Fund
PREPX Mutual Fund
NAV$30.30
AUM$53M
TER1.06%
Holdings38
See how much of PREPX you already own
PREPX Mutual Fund
NAV$30.30
Principal Real Estate Securities Fund Class R-5
AUM$53M
TER1.06%
Holdings38
See how much of PREPX you already own
PREPX Mutual Fund Overlap Analysis
PREPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PREPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PREPX may share significant positions with broad-market funds.
PREPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PREPX tax-loss harvesting finds highly correlated but non-identical funds.