PSWIX Mutual Fund Analysis & Holdings | MarketXLS

PSWIX Mutual Fund

NAV$25.25

AUM$417M

TER0.82%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PSWIX Mutual Fund

NAV$25.25

Principal Strategic Asset Management Strategic Growth Portfolio Institutional Class

AUM$417M

TER0.82%

Holdings21

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 PSWIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PSWIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PSWIX Mutual Fund Overlap Analysis

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

PSWIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, PSWIX may share significant positions with broad-market funds.

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