PUSAX Mutual Fund Analysis & Holdings | MarketXLS

PUSAX Mutual Fund

NAV$9.06

AUM$500,060.02

TER1.58%

Holdings321

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PUSAX Mutual Fund

NAV$9.06

Principal Spectrum Preferred and Capital Securities Income Fund Class R1

AUM$500,060.02

TER1.58%

Holdings321

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

PUSAX Mutual Fund Overlap Analysis

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

PUSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 321 holdings, PUSAX may share significant positions with broad-market funds.

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