PLFPX Mutual Fund

NAV$37.50

AUM$421M

TER0.35%

Holdings507

PLFPX Mutual Fund

NAV$37.50

Principal LargeCap S&P 500 Index Fund Class R-5

AUM$421M

TER0.35%

Holdings507

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare PLFPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings PLFPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PLFPX Mutual Fund Overlap Analysis

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

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

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