PSBSX Mutual Fund
PSBSX Mutual Fund
NAV$28.98
AUM$32M
TER1.12%
Holdings115
See how much of PSBSX you already own
PSBSX Mutual Fund
NAV$28.98
Principal SmallCap Fund Class R-4
AUM$32M
TER1.12%
Holdings115
See how much of PSBSX you already own
PSBSX Mutual Fund Overlap Analysis
PSBSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSBSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PSBSX may share significant positions with broad-market funds.
PSBSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSBSX tax-loss harvesting finds highly correlated but non-identical funds.