PSBJX Mutual Fund
PSBJX Mutual Fund
NAV$30.23
AUM$217M
TER0.97%
Holdings115
See how much of PSBJX you already own
PSBJX Mutual Fund
NAV$30.23
Principal SmallCap Fund Class J
AUM$217M
TER0.97%
Holdings115
See how much of PSBJX you already own
PSBJX Mutual Fund Overlap Analysis
PSBJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PSBJX may share significant positions with broad-market funds.
PSBJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSBJX tax-loss harvesting finds highly correlated but non-identical funds.