PSWJX Mutual Fund Analysis & Holdings | MarketXLS

PSWJX Mutual Fund

NAV$24.73

AUM$624M

TER0.98%

Holdings21

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

PSWJX Mutual Fund

NAV$24.73

Principal Strategic Asset Management Strategic Growth Portfolio Class J

AUM$624M

TER0.98%

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

PSWJX Mutual Fund Overlap Analysis

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

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

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