PFRSX Mutual Fund

NAV$32.16

AUM$2.8B

TER0.81%

Holdings38

PFRSX Mutual Fund

NAV$32.16

Principal Real Estate Securities Fund Class R6

AUM$2.8B

TER0.81%

Holdings38

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Holdings Overlap Analysis

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

PFRSX Mutual Fund Overlap Analysis

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

PFRSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, PFRSX may share significant positions with broad-market funds.

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