PLFMX Mutual Fund

NAV$35.61

AUM$202M

TER0.66%

Holdings507

PLFMX Mutual Fund

NAV$35.61

Principal LargeCap S&P 500 Index Fund Class R-3

AUM$202M

TER0.66%

Holdings507

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Holdings Overlap Analysis

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

PLFMX Mutual Fund Overlap Analysis

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

PLFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 507 holdings, PLFMX may share significant positions with broad-market funds.

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