PSAJX Mutual Fund
PSAJX Mutual Fund
NAV$16.69
AUM$1.8B
TER0.91%
Holdings36
See how much of PSAJX you already own
PSAJX Mutual Fund
NAV$16.69
Principal Strategic Asset Management Balanced Portfolio Class J
AUM$1.8B
TER0.91%
Holdings36
See how much of PSAJX you already own
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.