PSTWX Mutual Fund
PSTWX Mutual Fund
NAV$12.74
AUM$4M
TER1.32%
Holdings1,553
See how much of PSTWX you already own
PSTWX Mutual Fund
NAV$12.74
Principal SmallCap Value Fund II Class R4
AUM$4M
TER1.32%
Holdings1,553
See how much of PSTWX you already own
PSTWX Mutual Fund Overlap Analysis
PSTWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PSTWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PSTWX may share significant positions with broad-market funds.
PSTWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PSTWX tax-loss harvesting finds highly correlated but non-identical funds.