PSABX Mutual Fund
PSABX Mutual Fund
NAV$24.84
AUM$1M
TER1.62%
Holdings115
See how much of PSABX you already own
PSABX Mutual Fund
NAV$24.84
Principal SmallCap Fund Class R-1
AUM$1M
TER1.62%
Holdings115
See how much of PSABX you already own
PSABX Mutual Fund Overlap Analysis
PSABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PSABX may share significant positions with broad-market funds.
PSABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSABX tax-loss harvesting finds highly correlated but non-identical funds.