PSLIX Mutual Fund Analysis & Holdings | MarketXLS

PSLIX Mutual Fund

NAV$36.92

AUM$645M

TER0.85%

Holdings115

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PSLIX Mutual Fund

NAV$36.92

Principal SmallCap Fund Institutional Class

AUM$645M

TER0.85%

Holdings115

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare PSLIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.