PSIJX Mutual Fund
PSIJX Mutual Fund
NAV$9.16
AUM$82M
TER1.14%
Holdings1,223
See how much of PSIJX you already own
PSIJX Mutual Fund
NAV$9.16
Principal SmallCap Growth Fund I
AUM$82M
TER1.14%
Holdings1,223
See how much of PSIJX you already own
PSIJX Mutual Fund Overlap Analysis
PSIJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSIJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1223 holdings, PSIJX may share significant positions with broad-market funds.
PSIJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSIJX tax-loss harvesting finds highly correlated but non-identical funds.