PSBFX Mutual Fund

NAV$17.47

AUM$34M

TER1.00%

Holdings36

PSBFX Mutual Fund

NAV$17.47

Principal Strategic Asset Management Balanced Portfolio Class R-5

AUM$34M

TER1.00%

Holdings36

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Holdings Overlap Analysis

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

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 36 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.