PSABX Mutual Fund
NAV$24.84
AUM$1M
TER1.62%
Holdings115
PSABX Mutual Fund
NAV$24.84
Principal SmallCap Fund Class R-1
AUM$1M
TER1.62%
Holdings115
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.