MPSIX Mutual Fund

NAV$25.23

AUM$272M

TER0.25%

Holdings404

MPSIX Mutual Fund

NAV$25.23

Principal MidCap S&P 400 Index Fund Institutional Class

AUM$272M

TER0.25%

Holdings404

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Holdings Overlap Analysis

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

MPSIX Mutual Fund Overlap Analysis

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

MPSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 404 holdings, MPSIX may share significant positions with broad-market funds.

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