PSBFX Mutual Fund
PSBFX Mutual Fund
NAV$17.18
AUM$32M
TER1.00%
Holdings28
See how much of PSBFX you already own
PSBFX Mutual Fund
NAV$17.18
Principal Strategic Asset Management Balanced Portfolio Class R-5
AUM$32M
TER1.00%
Holdings28
See how much of PSBFX you already own
PSBFX Mutual Fund Overlap Analysis
PSBFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, PSBFX may share significant positions with broad-market funds.
PSBFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSBFX tax-loss harvesting finds highly correlated but non-identical funds.