PSAJX Mutual Fund Analysis & Holdings | MarketXLS

PSAJX Mutual Fund

NAV$16.97

AUM$1.8B

TER0.91%

Holdings36

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PSAJX Mutual Fund

NAV$16.97

Principal Strategic Asset Management Balanced Portfolio Class J

AUM$1.8B

TER0.91%

Holdings36

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

PSAJX Mutual Fund Overlap Analysis

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

PSAJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, PSAJX may share significant positions with broad-market funds.

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