PSIPX Mutual Fund
PSIPX Mutual Fund
NAV$11.52
AUM$3M
TER0.75%
Holdings404
See how much of PSIPX you already own
PSIPX Mutual Fund
NAV$11.52
Principal Short-Term Income Fund Class R-4
AUM$3M
TER0.75%
Holdings404
See how much of PSIPX you already own
PSIPX Mutual Fund Overlap Analysis
PSIPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PSIPX may share significant positions with broad-market funds.
PSIPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSIPX tax-loss harvesting finds highly correlated but non-identical funds.