PSAPX Mutual Fund

NAV$28.85

AUM$6M

TER1.04%

Holdings609

See how much of PSAPX you already own

Just $25 once·$99/mo·Download sample

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PSAPX Mutual Fund

NAV$28.85

Principal SmallCap S&P 600 Index Fund Class R-1

AUM$6M

TER1.04%

Holdings609

See how much of PSAPX 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 PSAPX 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 PSAPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSAPX Mutual Fund Overlap Analysis

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

PSAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSAPX may share significant positions with broad-market funds.

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