PLVJX Mutual Fund

NAV$19.42

AUM$93M

TER0.92%

Holdings882

PLVJX Mutual Fund

NAV$19.42

Principal LargeCap Value Fund III Class J

AUM$93M

TER0.92%

Holdings882

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

PLVJX Mutual Fund Overlap Analysis

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

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

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