PSSSX Mutual Fund Analysis & Holdings | MarketXLS

PSSSX Mutual Fund

NAV$31.02

AUM$28M

TER0.54%

Holdings609

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PSSSX Mutual Fund

NAV$31.02

Principal SmallCap S&P 600 Index Fund Class R-4

AUM$28M

TER0.54%

Holdings609

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

PSSSX Mutual Fund Overlap Analysis

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

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

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