PSBLX Mutual Fund Analysis & Holdings | MarketXLS

PSBLX Mutual Fund

NAV$16.84

AUM$12M

TER1.16%

Holdings36

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PSBLX Mutual Fund

NAV$16.84

Principal Strategic Asset Management Balanced Portfolio Class R-4

AUM$12M

TER1.16%

Holdings36

See inside every fund you own

$149/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 PSBLX 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 PSBLX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSBLX Mutual Fund Overlap Analysis

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

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

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