PSSMX Mutual Fund
PSSMX Mutual Fund
NAV$31.10
AUM$75M
TER0.73%
Holdings609
See how much of PSSMX you already own
PSSMX Mutual Fund
NAV$31.10
Principal SmallCap S&P 600 Index Fund Class R-3
AUM$75M
TER0.73%
Holdings609
See how much of PSSMX you already own
PSSMX Mutual Fund Overlap Analysis
PSSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSSMX may share significant positions with broad-market funds.
PSSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSSMX tax-loss harvesting finds highly correlated but non-identical funds.