PWCIX Mutual Fund Analysis & Holdings | MarketXLS

PWCIX Mutual Fund

NAV$96.41

AUM$2.3B

TER0.45%

Holdings95

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PWCIX Mutual Fund

NAV$96.41

Principal Capital Appreciation Fund Institutional Class

AUM$2.3B

TER0.45%

Holdings95

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

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 95 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.