CPHYX Mutual Fund

NAV$6.61

AUM$366M

TER0.90%

Holdings447

CPHYX Mutual Fund

NAV$6.61

Principal High Yield Fund Class A

AUM$366M

TER0.90%

Holdings447

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Holdings Overlap Analysis

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

CPHYX Mutual Fund Overlap Analysis

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

CPHYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 447 holdings, CPHYX may share significant positions with broad-market funds.

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