PLVIX Mutual Fund

NAV$20.38

AUM$2.2B

TER0.68%

Holdings882

PLVIX Mutual Fund

NAV$20.38

Principal LargeCap Value Fund III Institutional Class

AUM$2.2B

TER0.68%

Holdings882

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PLVIX Mutual Fund Overlap Analysis

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

PLVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 882 holdings, PLVIX may share significant positions with broad-market funds.

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