SAIPX Mutual Fund

NAV$13.38

AUM$511M

TER1.02%

Holdings34

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SAIPX Mutual Fund

NAV$13.38

Principal Strategic Asset Management Conservative Balanced Portfolio Class A

AUM$511M

TER1.02%

Holdings34

See inside every fund you own

$99/yr 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 SAIPX 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 SAIPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SAIPX Mutual Fund Overlap Analysis

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

SAIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, SAIPX may share significant positions with broad-market funds.

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