PSMIX Mutual Fund

NAV$12.40

AUM$420M

TER1.47%

Holdings2,880

PSMIX Mutual Fund

NAV$12.40

Principal Global Multi-Strategy Fund Institutional Class

AUM$420M

TER1.47%

Holdings2,880

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Holdings Overlap Analysis

Compare PSMIX 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 PSMIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSMIX Mutual Fund Overlap Analysis

PSMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

PSMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2880 holdings, PSMIX may share significant positions with broad-market funds.

PSMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSMIX tax-loss harvesting finds highly correlated but non-identical funds.