PUPPX Mutual Fund Analysis & Holdings | MarketXLS

PUPPX Mutual Fund

NAV$14.29

AUM$296,357.27

TER1.21%

Holdings56

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PUPPX Mutual Fund

NAV$14.29

Principal International Fund I Class R-4

AUM$296,357.27

TER1.21%

Holdings56

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

PUPPX Mutual Fund Overlap Analysis

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

PUPPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 56 holdings, PUPPX may share significant positions with broad-market funds.

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