PLLAX Mutual Fund
NAV$31.83
AUM$289M
TER1.11%
Holdings115
PLLAX Mutual Fund
NAV$31.83
Principal SmallCap Fund Class A
AUM$289M
TER1.11%
Holdings115

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PLLAX Mutual Fund Overlap Analysis
PLLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PLLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, PLLAX may share significant positions with broad-market funds.
PLLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PLLAX tax-loss harvesting finds highly correlated but non-identical funds.