PSBIX Mutual Fund

NAV$17.51

AUM$763M

TER0.75%

Holdings36

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PSBIX Mutual Fund

NAV$17.51

Principal Strategic Asset Management Balanced Portfolio Institutional Class

AUM$763M

TER0.75%

Holdings36

See inside every fund you own

$99/yr 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 PSBIX 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 PSBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSBIX Mutual Fund Overlap Analysis

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

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

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