PSLIX Mutual Fund
PSLIX Mutual Fund
NAV$35.39
AUM$630M
TER0.85%
Holdings115
See how much of PSLIX you already own
PSLIX Mutual Fund
NAV$35.39
Principal SmallCap Fund Institutional Class
AUM$630M
TER0.85%
Holdings115
See how much of PSLIX you already own
PSLIX Mutual Fund Overlap Analysis
PSLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PSLIX may share significant positions with broad-market funds.
PSLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSLIX tax-loss harvesting finds highly correlated but non-identical funds.