PSSPX Mutual Fund
PSSPX Mutual Fund
NAV$30.48
AUM$82M
TER0.42%
Holdings609
See how much of PSSPX you already own
PSSPX Mutual Fund
NAV$30.48
Principal SmallCap S&P 600 Index Fund Class R-5
AUM$82M
TER0.42%
Holdings609
See how much of PSSPX you already own
PSSPX Mutual Fund Overlap Analysis
PSSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 609 holdings, PSSPX may share significant positions with broad-market funds.
PSSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSSPX tax-loss harvesting finds highly correlated but non-identical funds.