PRFCX Mutual Fund

NAV$9.29

AUM$97M

TER1.82%

Holdings321

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PRFCX Mutual Fund

NAV$9.29

Principal Spectrum Preferred and Capital Securities Income Fund Class C

AUM$97M

TER1.82%

Holdings321

See how much of PRFCX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

PRFCX Mutual Fund Overlap Analysis

PRFCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PRFCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PRFCX may share significant positions with broad-market funds.

PRFCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PRFCX tax-loss harvesting finds highly correlated but non-identical funds.