PSTWX Mutual Fund Analysis & Holdings | MarketXLS

PSTWX Mutual Fund

NAV$12.74

AUM$4M

TER1.32%

Holdings1,553

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PSTWX Mutual Fund

NAV$12.74

Principal SmallCap Value Fund II Class R4

AUM$4M

TER1.32%

Holdings1,553

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

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.