PSPJX Mutual Fund

NAV$35.93

AUM$1.6B

TER0.27%

Holdings507

See how much of PSPJX you already own

Just $25 once·$69/mo·Download sample

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PSPJX Mutual Fund

NAV$35.93

Principal LargeCap S&P 500 Index Fund Class J

AUM$1.6B

TER0.27%

Holdings507

See how much of PSPJX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

PSPJX Mutual Fund Overlap Analysis

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

PSPJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PSPJX may share significant positions with broad-market funds.

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