PWCIX Mutual Fund
PWCIX Mutual Fund
NAV$94.99
AUM$5.2B
TER0.45%
Holdings101
See how much of PWCIX you already own
PWCIX Mutual Fund
NAV$94.99
Principal Capital Appreciation Fund Institutional Class
AUM$5.2B
TER0.45%
Holdings101
See how much of PWCIX you already own
PWCIX Mutual Fund Overlap Analysis
PWCIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PWCIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, PWCIX may share significant positions with broad-market funds.
PWCIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PWCIX tax-loss harvesting finds highly correlated but non-identical funds.