PSBPX Mutual Fund
PSBPX Mutual Fund
NAV$33.42
AUM$36M
TER0.99%
Holdings108
See how much of PSBPX you already own
PSBPX Mutual Fund
NAV$33.42
Principal SmallCap Fund Class R-5
AUM$36M
TER0.99%
Holdings108
See how much of PSBPX you already own
PSBPX Mutual Fund Overlap Analysis
PSBPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 108 holdings, PSBPX may share significant positions with broad-market funds.
PSBPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSBPX tax-loss harvesting finds highly correlated but non-identical funds.