PSJIX Mutual Fund
PSJIX Mutual Fund
NAV$12.03
AUM$96M
TER0.59%
Holdings404
See how much of PSJIX you already own
PSJIX Mutual Fund
NAV$12.03
Principal Short-Term Income Fund Class J
AUM$96M
TER0.59%
Holdings404
See how much of PSJIX you already own
PSJIX Mutual Fund Overlap Analysis
PSJIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSJIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, PSJIX may share significant positions with broad-market funds.
PSJIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSJIX tax-loss harvesting finds highly correlated but non-identical funds.