PJARX Mutual Fund

NAV$12.50

AUM$6M

TER1.45%

Holdings1,553

PJARX Mutual Fund

NAV$12.50

Principal SmallCap Value Fund II Class R-3

AUM$6M

TER1.45%

Holdings1,553

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Holdings Overlap Analysis

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

PJARX Mutual Fund Overlap Analysis

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

PJARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1553 holdings, PJARX may share significant positions with broad-market funds.

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