PSSIX Mutual Fund
PSSIX Mutual Fund
NAV$28.85
AUM$165M
TER0.21%
Holdings609
See how much of PSSIX you already own
PSSIX Mutual Fund
NAV$28.85
Principal SmallCap S&P 600 Index Fund Institutional Class
AUM$165M
TER0.21%
Holdings609
See how much of PSSIX you already own
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.