PSSIX Mutual Fund

NAV$30.35

AUM$169M

TER0.21%

Holdings609

PSSIX Mutual Fund

NAV$30.35

Principal SmallCap S&P 600 Index Fund Institutional Class

AUM$169M

TER0.21%

Holdings609

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Holdings Overlap Analysis

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

PSSIX Mutual Fund Overlap Analysis

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

PSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSSIX may share significant positions with broad-market funds.

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