SAUPX Mutual Fund

NAV$13.07

AUM$829M

TER1.00%

Holdings33

See how much of SAUPX you already own

Just $25 once·$69/mo·Download sample

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SAUPX Mutual Fund

NAV$13.07

Principal Strategic Asset Management Flexible Income Portfolio Class A

AUM$829M

TER1.00%

Holdings33

See how much of SAUPX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SAUPX Mutual Fund Overlap Analysis

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

SAUPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, SAUPX may share significant positions with broad-market funds.

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