PSBGX Mutual Fund Analysis & Holdings | MarketXLS

PSBGX Mutual Fund

NAV$16.78

AUM$2M

TER1.66%

Holdings36

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PSBGX Mutual Fund

NAV$16.78

Principal Strategic Asset Management Balanced Portfolio Class R-1

AUM$2M

TER1.66%

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

PSBGX Mutual Fund Overlap Analysis

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

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

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